Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,445 | $148,629-76.8% | $135,982-74.7% | $139,487-75.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.81% | 79.33%-51.5pp | 68.32%-40.5pp | 373.84%-346.0pp |
| Employer contribution / active EE | $1,872 | $5,247-64.3% | $4,859-61.5% | $4,755-60.6% |
| Participant deferral / active EE | $10,111 | $8,102+24.8% | $7,760+30.3% | $6,713+50.6% |
| Admin fee / account holder | $140 | $12,406-98.9% | $10,767-98.7% | $11,407-98.8% |