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 | $49,813 | $157,304-68.3% | $141,197-64.7% | $152,909-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $4,305 | $5,263-18.2% | $4,736-9.1% | $4,764-9.6% |
| Participant deferral / active EE | $4,750 | $7,111-33.2% | $6,710-29.2% | $5,851-18.8% |
| Admin fee / account holder | $193 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |