Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,164 | $165,399-72.7% | $149,745-69.8% | $158,982-71.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.85% | 348.34%-316.5pp | 276.72%-244.9pp | 302.99%-271.1pp |
| Employer contribution / active EE | $1,243 | $5,105-75.6% | $4,646-73.2% | $4,763-73.9% |
| Participant deferral / active EE | $3,836 | $7,183-46.6% | $6,843-43.9% | $5,983-35.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |