Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,032 | $115,814-84.4% | $101,275-82.2% | $158,982-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.30% | 56.16%-21.9pp | 46.48%-12.2pp | 302.99%-268.7pp |
| Employer contribution / active EE | $1,975 | $4,176-52.7% | $3,660-46.0% | $4,763-58.5% |
| Participant deferral / active EE | $6,408 | $4,958+29.2% | $4,371+46.6% | $5,983+7.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |