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 | $33,678 | $157,296-78.6% | $141,191-76.1% | $152,897-78.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.21% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,488 | $5,262-52.7% | $4,736-47.5% | $4,764-47.8% |
| Participant deferral / active EE | $8,054 | $7,111+13.3% | $6,710+20.0% | $5,851+37.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |