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 | $53,385 | $154,159-65.4% | $130,026-58.9% | $139,456-61.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.33% | 32.50%-12.2pp | -137.26%+157.6pp | 373.45%-353.1pp |
| Employer contribution / active EE | $2,391 | $5,292-54.8% | $4,321-44.7% | $4,753-49.7% |
| Participant deferral / active EE | $7,104 | $6,710+5.9% | $5,821+22.0% | $6,711+5.8% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |