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 | $32,297 | $110,093-70.7% | $97,295-66.8% | $145,897-77.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.35% | 244.76%-236.4pp | 75.62%-67.3pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,516 | $3,077-50.7% | $2,723-44.3% | $4,663-67.5% |
| Participant deferral / active EE | $3,238 | $4,678-30.8% | $4,264-24.1% | $6,689-51.6% |
| Admin fee / account holder | $37 | $6,212-99.4% | $5,646-99.4% | $13,390-99.7% |