Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,715 | $72,071-29.6% | $68,368-25.8% | $137,256-63.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.42% | 353.14%-328.7pp | 292.57%-268.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $5,559 | $2,788+99.4% | $2,649+109.9% | $4,156+33.8% |
| Participant deferral / active EE | $24,564 | $4,410+457.0% | $4,123+495.8% | $6,407+283.4% |
| Admin fee / account holder | $96 | $5,336-98.2% | $5,150-98.1% | $12,270-99.2% |