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 | $39,345 | $232,540-83.1% | $185,117-78.7% | $147,586-73.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.34% | 43.03%-33.7pp | 40.50%-31.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $3,234 | $5,195-37.7% | $4,182-22.7% | $4,876-33.7% |
| Participant deferral / active EE | $6,098 | $5,834+4.5% | $5,045+20.9% | $5,439+12.1% |
| Admin fee / account holder | $75 | $10,275-99.3% | $8,159-99.1% | $10,886-99.3% |