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 | $29,018 | $159,934-81.9% | $147,005-80.3% | $145,959-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,868 | $5,287-26.8% | $4,934-21.6% | $4,661-17.0% |
| Participant deferral / active EE | $4,511 | $8,427-46.5% | $8,070-44.1% | $6,689-32.6% |
| Admin fee / account holder | $57 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |