Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,990 | $117,433-61.7% | $99,475-54.8% | $152,897-70.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 78.54% | 31.87%+46.7pp | 30.72%+47.8pp | 345.43%-266.9pp |
| Employer contribution / active EE | $2,421 | $3,013-19.7% | $2,540-4.7% | $4,764-49.2% |
| Participant deferral / active EE | $11,237 | $4,086+175.0% | $3,619+210.5% | $5,851+92.0% |
| Admin fee / account holder | $263 | $7,634-96.6% | $6,252-95.8% | $11,599-97.7% |