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 | $70,366-34.7% | $66,674-31.1% | $138,895-66.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.52% | 386.41%-372.9pp | 321.24%-307.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,755 | $2,765-0.4% | $2,620+5.1% | $4,194-34.3% |
| Participant deferral / active EE | $2,855 | $4,374-34.7% | $4,084-30.1% | $6,396-55.4% |
| Admin fee / account holder | $297 | $5,262-94.4% | $5,098-94.2% | $12,562-97.6% |