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 | $56,143 | $165,381-66.1% | $149,730-62.5% | $158,966-64.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.48% | 348.29%-328.8pp | 276.70%-257.2pp | 302.95%-283.5pp |
| Employer contribution / active EE | $3,206 | $5,104-37.2% | $4,645-31.0% | $4,762-32.7% |
| Participant deferral / active EE | $9,269 | $7,182+29.1% | $6,843+35.5% | $5,983+54.9% |
| Admin fee / account holder | $22 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |