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 | $43,327 | $109,411-60.4% | $89,435-51.6% | $158,982-72.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.19% | 345.68%-329.5pp | 245.55%-229.4pp | 302.99%-286.8pp |
| Employer contribution / active EE | $3,040 | $3,173-4.2% | $2,587+17.5% | $4,763-36.2% |
| Participant deferral / active EE | $3,348 | $4,600-27.2% | $3,890-13.9% | $5,983-44.0% |
| Admin fee / account holder | $123 | $6,159-98.0% | $4,884-97.5% | $11,252-98.9% |