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 | $47,417 | $88,815-46.6% | $81,882-42.1% | $145,897-67.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.65% | 1033.75%-1020.1pp | 779.47%-765.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,811 | $3,086+23.5% | $2,916+30.7% | $4,663-18.3% |
| Participant deferral / active EE | $11,485 | $4,647+147.1% | $4,323+165.7% | $6,689+71.7% |
| Admin fee / account holder | $17 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |