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 | $29,794 | $115,814-74.3% | $101,275-70.6% | $158,982-81.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.69% | 56.16%-42.5pp | 46.48%-32.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $8,672 | $4,176+107.7% | $3,660+136.9% | $4,763+82.1% |
| Participant deferral / active EE | $7,729 | $4,958+55.9% | $4,371+76.8% | $5,983+29.2% |
| Admin fee / account holder | $88 | $7,249-98.8% | $5,948-98.5% | $11,252-99.2% |