Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,956 | $72,071-36.2% | $68,368-32.8% | $137,256-66.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.52% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,755 | $2,788-1.2% | $2,649+4.0% | $4,156-33.7% |
| Participant deferral / active EE | $2,855 | $4,410-35.3% | $4,123-30.8% | $6,407-55.4% |
| Admin fee / account holder | $297 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |