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 | $30,056 | $106,749-71.8% | $145,433-79.3% | $82,448-63.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 74.85% | 27.59%+47.3pp | 66.58%+8.3pp | 41.64%+33.2pp |
| Employer contribution / active EE | $5,491 | $3,444+59.4% | $4,554+20.6% | $2,551+115.3% |
| Participant deferral / active EE | $5,068 | $6,519-22.3% | $7,897-35.8% | $4,139+22.4% |
| Admin fee / account holder | $15 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |