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 | $43,165 | $69,118-37.5% | $53,647-19.5% | $138,895-68.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.47% | 248.26%-229.8pp | 358.33%-339.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,778 | $1,189+49.5% | $962+84.8% | $4,194-57.6% |
| Participant deferral / active EE | $10,067 | $2,274+342.7% | $1,813+455.2% | $6,396+57.4% |
| Admin fee / account holder | $275 | $2,724-89.9% | $2,460-88.8% | $12,562-97.8% |