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 | $41,722 | $72,446-42.4% | $67,561-38.2% | $145,877-71.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.11% | 7211.98%-7197.9pp | 3525.44%-3511.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,846 | $3,072-7.4% | $2,735+4.1% | $4,663-39.0% |
| Participant deferral / active EE | $3,783 | $4,785-20.9% | $4,003-5.5% | $6,691-43.5% |
| Admin fee / account holder | $60 | $5,541-98.9% | $4,006-98.5% | $13,402-99.6% |