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 | $43,459 | $118,708-63.4% | $98,920-56.1% | $158,982-72.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.07% | 372.49%-357.4pp | 196.47%-181.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,861 | $3,334-44.2% | $2,689-30.8% | $4,763-60.9% |
| Participant deferral / active EE | $9,005 | $5,089+76.9% | $4,245+112.1% | $5,983+50.5% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |