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 | $29,630 | $183,516-83.9% | $155,534-80.9% | $145,884-79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $5,065 | $5,315-4.7% | $4,675+8.3% | $4,662+8.6% |
| Participant deferral / active EE | $9,343 | $6,467+44.5% | $5,630+65.9% | $6,690+39.7% |
| Admin fee / account holder | $205 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |