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 | $88,754-46.6% | $81,820-42.0% | $145,877-67.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.65% | 1031.77%-1018.1pp | 777.93%-764.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,811 | $3,085+23.5% | $2,915+30.7% | $4,663-18.3% |
| Participant deferral / active EE | $11,485 | $4,648+147.1% | $4,323+165.7% | $6,691+71.7% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |