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 | $42,924 | $115,780-62.9% | $101,255-57.6% | $158,931-73.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.91% | 56.14%-33.2pp | 46.48%-23.6pp | 302.86%-279.9pp |
| Employer contribution / active EE | $1,632 | $4,175-60.9% | $3,660-55.4% | $4,761-65.7% |
| Participant deferral / active EE | $1,950 | $4,958-60.7% | $4,370-55.4% | $5,982-67.4% |
| Admin fee / account holder | $20 | $7,246-99.7% | $5,946-99.7% | $11,247-99.8% |