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 | $53,433 | $129,737-58.8% | $119,126-55.1% | $154,746-65.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 24.38% | 379.08%-354.7pp | 282.11%-257.7pp | 172.34%-148.0pp |
| Employer contribution / active EE | $3,673 | $4,375-16.0% | $4,034-8.9% | $4,379-16.1% |
| Participant deferral / active EE | $11,182 | $5,842+91.4% | $5,318+110.3% | $6,730+66.1% |
| Admin fee / account holder | $51 | $11,961-99.6% | $10,693-99.5% | $14,365-99.6% |