Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,571 | $72,071-45.1% | $68,368-42.1% | $137,256-71.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.76% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,109 | $2,788+47.4% | $2,649+55.1% | $4,156-1.1% |
| Participant deferral / active EE | $10,858 | $4,410+146.2% | $4,123+163.4% | $6,407+69.5% |
| Admin fee / account holder | $274 | $5,336-94.9% | $5,150-94.7% | $12,270-97.8% |