Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,368 | $176,402-74.3% | $134,162-66.2% | $158,982-71.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.74% | 63.66%-55.9pp | 36.35%-28.6pp | 302.99%-295.2pp |
| Employer contribution / active EE | $2,960 | $5,042-41.3% | $3,705-20.1% | $4,763-37.9% |
| Participant deferral / active EE | $2,960 | $4,093-27.7% | $3,500-15.4% | $5,983-50.5% |
| Admin fee / account holder | $47 | $8,719-99.5% | $6,685-99.3% | $11,252-99.6% |