Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,801 | $157,296-80.4% | $141,191-78.2% | $152,897-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.81% | 64.34%-32.5pp | 71.41%-39.6pp | 345.43%-313.6pp |
| Employer contribution / active EE | $1,834 | $5,262-65.2% | $4,736-61.3% | $4,764-61.5% |
| Participant deferral / active EE | $4,917 | $7,111-30.9% | $6,710-26.7% | $5,851-16.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |