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 | $36,534 | $110,039-66.8% | $97,260-62.4% | $145,884-75.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.42% | 244.44%-231.0pp | 75.54%-62.1pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,342 | $3,074-23.8% | $2,721-14.0% | $4,662-49.8% |
| Participant deferral / active EE | $9,524 | $4,674+103.8% | $4,262+123.5% | $6,690+42.4% |
| Admin fee / account holder | $276 | $6,204-95.6% | $5,640-95.1% | $13,392-97.9% |