Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,365 | $173,340-71.5% | $136,007-63.7% | $145,959-66.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.28% | 1163.32%-1147.0pp | 579.32%-563.0pp | 561.95%-545.7pp |
| Employer contribution / active EE | $4,276 | $5,275-18.9% | $4,215+1.5% | $4,661-8.2% |
| Participant deferral / active EE | $5,834 | $8,699-32.9% | $7,024-16.9% | $6,689-12.8% |
| Admin fee / account holder | $202 | $9,954-98.0% | $6,858-97.1% | $13,398-98.5% |