Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,623 | $107,941-74.4% | $91,994-70.0% | $152,897-81.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 35.47% | 89.28%-53.8pp | 69.04%-33.6pp | 345.43%-310.0pp |
| Employer contribution / active EE | $2,969 | $4,212-29.5% | $3,453-14.0% | $4,764-37.7% |
| Participant deferral / active EE | $12,449 | $6,366+95.6% | $5,924+110.1% | $5,851+112.8% |
| Admin fee / account holder | $295 | $10,521-97.2% | $7,744-96.2% | $11,599-97.5% |