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 | $41,404 | $138,102-70.0% | $125,381-67.0% | $134,532-69.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 14.45% | 750.73%-736.3pp | 572.31%-557.9pp | 418.27%-403.8pp |
| Employer contribution / active EE | $4,366 | $5,245-16.8% | $4,815-9.3% | $4,741-7.9% |
| Participant deferral / active EE | $7,781 | $7,801-0.2% | $7,448+4.5% | $6,401+21.6% |
| Admin fee / account holder | $131 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |