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 | $47,921 | $148,623-67.8% | $135,974-64.8% | $139,466-65.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 110.07% | 79.30%+30.8pp | 68.30%+41.8pp | 373.66%-263.6pp |
| Employer contribution / active EE | $4,788 | $5,246-8.7% | $4,859-1.5% | $4,754+0.7% |
| Participant deferral / active EE | $4,680 | $8,103-42.2% | $7,760-39.7% | $6,712-30.3% |
| Admin fee / account holder | $27 | $12,406-99.8% | $10,767-99.7% | $11,409-99.8% |