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 | $44,224 | $185,883-76.2% | $170,043-74.0% | $139,466-68.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.03% | 60.54%-37.5pp | 53.40%-30.4pp | 373.66%-350.6pp |
| Employer contribution / active EE | $5,053 | $7,596-33.5% | $6,790-25.6% | $4,754+6.3% |
| Participant deferral / active EE | $11,745 | $11,626+1.0% | $10,410+12.8% | $6,712+75.0% |
| Admin fee / account holder | $94 | $15,393-99.4% | $12,824-99.3% | $11,409-99.2% |