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 | $47,040 | $175,259-73.2% | $149,723-68.6% | $139,487-66.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.57% | 166.82%-155.3pp | 134.50%-122.9pp | 373.84%-362.3pp |
| Employer contribution / active EE | $2,652 | $5,478-51.6% | $4,821-45.0% | $4,755-44.2% |
| Participant deferral / active EE | $7,465 | $6,522+14.5% | $5,682+31.4% | $6,713+11.2% |
| Admin fee / account holder | $186 | $16,158-98.9% | $13,215-98.6% | $11,407-98.4% |