Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,886 | $196,972-75.2% | $182,262-73.2% | $198,609-75.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.77% | 158.27%-135.5pp | 140.60%-117.8pp | 202.70%-179.9pp |
| Employer contribution / active EE | $3,869 | $5,364-27.9% | $5,046-23.3% | $5,055-23.5% |
| Participant deferral / active EE | $10,511 | $8,643+21.6% | $8,276+27.0% | $6,977+50.7% |
| Admin fee / account holder | $54 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |