Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,254 | $116,203-74.8% | $93,621-68.8% | $152,897-80.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 43.70% | 35.96%+7.7pp | 32.76%+10.9pp | 345.43%-301.7pp |
| Employer contribution / active EE | $2,271 | $3,219-29.5% | $2,719-16.5% | $4,764-52.3% |
| Participant deferral / active EE | $12,632 | $4,605+174.3% | $4,070+210.4% | $5,851+115.9% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |