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 | $32,242 | $134,817-76.1% | $123,973-74.0% | $155,188-79.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.40% | 515.49%-495.1pp | 388.13%-367.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,500 | $4,425-43.5% | $4,126-39.4% | $4,248-41.1% |
| Participant deferral / active EE | $21,144 | $5,706+270.5% | $5,247+303.0% | $6,531+223.7% |
| Admin fee / account holder | $206 | $13,245-98.4% | $11,799-98.3% | $14,480-98.6% |