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 | $42,292 | $172,111-75.4% | $150,298-71.9% | $137,256-69.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.12% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,380 | $4,636-48.7% | $4,154-42.7% | $4,156-42.7% |
| Participant deferral / active EE | $3,077 | $6,166-50.1% | $5,453-43.6% | $6,407-52.0% |
| Admin fee / account holder | $227 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |