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 | $39,362 | $209,874-81.2% | $189,537-79.2% | $167,536-76.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.50% | 748.61%-724.1pp | 555.34%-530.8pp | 478.82%-454.3pp |
| Employer contribution / active EE | $2,529 | $6,913-63.4% | $6,161-58.9% | $4,839-47.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $251 | $14,299-98.2% | $12,048-97.9% | $12,315-98.0% |