Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,330 | $110,379-52.6% | $102,412-48.9% | $145,884-64.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.36% | 24.84%-4.5pp | 24.94%-4.6pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,991 | $4,216-29.1% | $3,870-22.7% | $4,662-35.8% |
| Participant deferral / active EE | $12,280 | $5,622+118.4% | $5,060+142.7% | $6,690+83.6% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |