Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,695 | $134,001-73.4% | $112,258-68.2% | $134,509-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.13% | 47.15%-46.0pp | 27.47%-26.3pp | 418.13%-417.0pp |
| Employer contribution / active EE | $13,881 | $4,039+243.6% | $3,636+281.8% | $4,741+192.8% |
| Participant deferral / active EE | $6,733 | $5,291+27.2% | $4,728+42.4% | $6,400+5.2% |
| Admin fee / account holder | $40 | $7,491-99.5% | $6,411-99.4% | $11,427-99.7% |