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 | $32,230 | $68,097-52.7% | $62,929-48.8% | $137,256-76.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 19.52% | 1859.11%-1839.6pp | 1063.93%-1044.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,837 | $2,811+0.9% | $2,505+13.3% | $4,156-31.7% |
| Participant deferral / active EE | $2,710 | $4,553-40.5% | $3,888-30.3% | $6,407-57.7% |
| Admin fee / account holder | $16 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |