Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,018 | $169,356-79.9% | $129,406-73.7% | $145,897-76.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.19% | 14418.62%-14401.4pp | 9468.18%-9451.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $5,319 | $5,542-4.0% | $4,155+28.0% | $4,663+14.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12 | $9,915-99.9% | $7,689-99.8% | $13,390-99.9% |