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 | $38,550 | $109,872-64.9% | $98,483-60.9% | $167,536-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.25% | 1959.31%-1946.1pp | 1494.38%-1481.1pp | 478.82%-465.6pp |
| Employer contribution / active EE | $7,441 | $3,225+130.7% | $2,961+151.3% | $4,839+53.8% |
| Participant deferral / active EE | $1,530 | $4,673-67.3% | $4,276-64.2% | $6,342-75.9% |
| Admin fee / account holder | $64 | $6,757-99.1% | $5,953-98.9% | $12,315-99.5% |