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 | $47,118 | $176,120-73.2% | $159,487-70.5% | $167,553-71.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.91% | 331.95%-318.0pp | 263.71%-249.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $4,254 | $5,299-19.7% | $4,831-12.0% | $4,840-12.1% |
| Participant deferral / active EE | $10,470 | $7,752+35.1% | $7,354+42.4% | $6,343+65.1% |
| Admin fee / account holder | $10 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |