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 | $30,666 | $100,911-69.6% | $90,440-66.1% | $158,966-80.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.43% | 1726.62%-1703.2pp | 1294.38%-1270.9pp | 302.95%-279.5pp |
| Employer contribution / active EE | $2,771 | $3,690-24.9% | $3,263-15.1% | $4,762-41.8% |
| Participant deferral / active EE | $5,788 | $4,348+33.1% | $3,964+46.0% | $5,983-3.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |