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 | $35,373 | $99,011-64.3% | $86,582-59.1% | $147,586-76.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.00% | 1312.75%-1296.7pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,938 | $3,132-6.2% | $2,839+3.5% | $4,876-39.8% |
| Participant deferral / active EE | $2,675 | $3,972-32.7% | $3,609-25.9% | $5,439-50.8% |
| Admin fee / account holder | $248 | $5,709-95.7% | $4,904-94.9% | $10,886-97.7% |