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 | $46,418 | $81,664-43.2% | $70,476-34.1% | $158,966-70.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.51% | 208.59%-185.1pp | 109.12%-85.6pp | 302.95%-279.4pp |
| Employer contribution / active EE | $2,745 | $3,219-14.7% | $2,738+0.3% | $4,762-42.4% |
| Participant deferral / active EE | $8,734 | $4,556+91.7% | $3,710+135.4% | $5,983+46.0% |
| Admin fee / account holder | $140 | $6,197-97.7% | $3,847-96.4% | $11,250-98.8% |