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 | $39,163 | $112,121-65.1% | $95,960-59.2% | $158,966-75.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.98% | 171.16%-149.2pp | 91.63%-69.7pp | 302.95%-281.0pp |
| Employer contribution / active EE | $1,778 | $3,199-44.4% | $2,541-30.1% | $4,762-62.7% |
| Participant deferral / active EE | $3,446 | $4,784-28.0% | $4,167-17.3% | $5,983-42.4% |
| Admin fee / account holder | $44 | $10,135-99.6% | $6,797-99.4% | $11,250-99.6% |