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 | $109,904-63.4% | $97,167-58.6% | $145,959-72.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 26.81% | 243.43%-216.6pp | 75.27%-48.5pp | 561.95%-535.1pp |
| Employer contribution / active EE | $2,721 | $3,084-11.8% | $2,729-0.3% | $4,661-41.6% |
| Participant deferral / active EE | $9,200 | $4,676+96.8% | $4,264+115.8% | $6,689+37.5% |
| Admin fee / account holder | $240 | $6,216-96.1% | $5,650-95.8% | $13,398-98.2% |