Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,860 | $102,382-67.9% | $147,005-77.6% | $80,874-59.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.44% | 134.89%-120.5pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,755 | $3,715-25.8% | $4,934-44.2% | $2,7560% |
| Participant deferral / active EE | $4,275 | $6,646-35.7% | $8,070-47.0% | $4,297-0.5% |
| Admin fee / account holder | $202 | $7,942-97.5% | $13,006-98.4% | $6,935-97.1% |