Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,993 | $109,967-39.1% | $97,197-31.1% | $145,877-54.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.65% | 244.27%-232.6pp | 75.47%-63.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $12,387 | $3,077+302.6% | $2,723+354.9% | $4,663+165.6% |
| Participant deferral / active EE | $3,637 | $4,676-22.2% | $4,263-14.7% | $6,691-45.6% |
| Admin fee / account holder | $48 | $6,199-99.2% | $5,637-99.2% | $13,402-99.6% |