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 | $36,340 | $183,592-80.2% | $155,567-76.6% | $145,959-75.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 33.11% | 61.24%-28.1pp | 64.74%-31.6pp | 561.95%-528.8pp |
| Employer contribution / active EE | $9,447 | $5,315+77.7% | $4,674+102.1% | $4,661+102.7% |
| Participant deferral / active EE | $5,507 | $6,464-14.8% | $5,628-2.1% | $6,689-17.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |