Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,281 | $115,810-58.3% | $101,271-52.3% | $158,966-69.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.07% | 56.15%-32.1pp | 46.48%-22.4pp | 302.95%-278.9pp |
| Employer contribution / active EE | $4,208 | $4,175+0.8% | $3,660+15.0% | $4,762-11.7% |
| Participant deferral / active EE | $10,486 | $4,958+111.5% | $4,371+139.9% | $5,983+75.3% |
| Admin fee / account holder | -$11 | $7,248-100.2% | $5,948-100.2% | $11,250-100.1% |