Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,678 | $217,432-74.9% | $185,851-70.6% | $167,553-67.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.27% | 148.43%-134.2pp | 122.11%-107.8pp | 478.89%-464.6pp |
| Employer contribution / active EE | $2,694 | $5,874-54.1% | $5,168-47.9% | $4,840-44.3% |
| Participant deferral / active EE | $4,965 | $6,357-21.9% | $5,569-10.8% | $6,343-21.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |