Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,014 | $72,071-73.6% | $68,368-72.2% | $137,256-86.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.60% | 353.14%-327.5pp | 292.57%-267.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $3,493 | $2,788+25.3% | $2,649+31.8% | $4,156-16.0% |
| Participant deferral / active EE | $3,493 | $4,410-20.8% | $4,123-15.3% | $6,407-45.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |