Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,511 | $183,592-75.8% | $155,574-71.4% | $145,877-69.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,243 | $5,317-20.2% | $4,676-9.3% | $4,663-9.0% |
| Participant deferral / active EE | $7,689 | $6,466+18.9% | $5,629+36.6% | $6,691+14.9% |
| Admin fee / account holder | $24 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |