Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,468 | $183,539-83.4% | $155,556-80.4% | $145,897-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,245 | $5,315-39.0% | $4,675-30.6% | $4,663-30.4% |
| Participant deferral / active EE | $13,469 | $6,467+108.3% | $5,631+139.2% | $6,689+101.3% |
| Admin fee / account holder | $184 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |