Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,349 | $111,878-66.6% | $93,727-60.2% | $145,897-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 204.28%-191.0pp | 133.83%-120.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $7,401 | $3,092+139.3% | $2,421+205.6% | $4,663+58.7% |
| Participant deferral / active EE | $9,865 | $4,920+100.5% | $4,417+123.3% | $6,689+47.5% |
| Admin fee / account holder | $198 | $10,256-98.1% | $8,292-97.6% | $13,390-98.5% |