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 | $40,203 | $109,967-63.4% | $97,197-58.6% | $145,877-72.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 26.81% | 244.27%-217.5pp | 75.47%-48.7pp | 551.28%-524.5pp |
| Employer contribution / active EE | $2,721 | $3,077-11.6% | $2,723-0.1% | $4,663-41.7% |
| Participant deferral / active EE | $9,200 | $4,676+96.7% | $4,263+115.8% | $6,691+37.5% |
| Admin fee / account holder | $240 | $6,199-96.1% | $5,637-95.8% | $13,402-98.2% |