Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,269 | $111,878-70.3% | $93,727-64.5% | $145,897-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.79% | 204.28%-193.5pp | 133.83%-123.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,039 | $3,092-66.4% | $2,421-57.1% | $4,663-77.7% |
| Participant deferral / active EE | $3,894 | $4,920-20.9% | $4,417-11.8% | $6,689-41.8% |
| Admin fee / account holder | $95 | $10,256-99.1% | $8,292-98.9% | $13,390-99.3% |