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 | $44,276 | $185,199-76.1% | $142,874-69.0% | $167,518-73.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.35% | 8556.90%-8541.5pp | 5638.58%-5623.2pp | 478.71%-463.4pp |
| Employer contribution / active EE | $2,354 | $5,606-58.0% | $4,145-43.2% | $4,838-51.4% |
| Participant deferral / active EE | $4,861 | $4,495+8.2% | $3,838+26.7% | $6,342-23.3% |
| Admin fee / account holder | $242 | $8,031-97.0% | $6,561-96.3% | $12,312-98.0% |