Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,360 | $118,869-70.3% | $96,575-63.4% | $167,518-78.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.28% | 50.49%-31.2pp | 37.79%-18.5pp | 478.71%-459.4pp |
| Employer contribution / active EE | $6,411 | $3,120+105.5% | $2,357+172.0% | $4,838+32.5% |
| Participant deferral / active EE | $17,122 | $4,616+270.9% | $3,849+344.9% | $6,342+170.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |