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 | $15,406 | $96,508-84.0% | $75,901-79.7% | $152,897-89.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 111.90% | 33.99%+77.9pp | 30.76%+81.1pp | 345.43%-233.5pp |
| Employer contribution / active EE | $3,317 | $3,310+0.2% | $2,501+32.6% | $4,764-30.4% |
| Participant deferral / active EE | $7,616 | $4,554+67.2% | $3,603+111.4% | $5,851+30.2% |
| Admin fee / account holder | $160 | $8,081-98.0% | $5,420-97.0% | $11,599-98.6% |