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 | $33,861 | $144,130-76.5% | $117,861-71.3% | $147,586-77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.34% | 531.20%-521.9pp | 335.11%-325.8pp | 578.59%-569.3pp |
| Employer contribution / active EE | $4,053 | $4,897-17.2% | $3,786+7.0% | $4,876-16.9% |
| Participant deferral / active EE | $5,807 | $5,316+9.2% | $4,482+29.6% | $5,439+6.8% |
| Admin fee / account holder | $237 | $10,887-97.8% | $8,021-97.0% | $10,886-97.8% |