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 | $37,064 | $107,941-65.7% | $91,994-59.7% | $152,897-75.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.75% | 89.28%-67.5pp | 69.04%-47.3pp | 345.43%-323.7pp |
| Employer contribution / active EE | $4,252 | $4,212+1.0% | $3,453+23.2% | $4,764-10.7% |
| Participant deferral / active EE | $4,646 | $6,366-27.0% | $5,924-21.6% | $5,851-20.6% |
| Admin fee / account holder | $35 | $10,521-99.7% | $7,744-99.5% | $11,599-99.7% |