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 | $39,319 | $171,867-77.1% | $149,721-73.7% | $147,586-73.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.01% | 2113.36%-2093.4pp | 1501.67%-1481.7pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,583 | $6,275-58.8% | $5,444-52.6% | $4,876-47.0% |
| Participant deferral / active EE | $5,190 | $7,270-28.6% | $6,568-21.0% | $5,439-4.6% |
| Admin fee / account holder | $56 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |