Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,914 | $183,539-83.2% | $155,556-80.1% | $145,897-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.62% | 61.31%-41.7pp | 64.84%-45.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,760 | $5,315-48.1% | $4,675-41.0% | $4,663-40.8% |
| Participant deferral / active EE | $6,539 | $6,467+1.1% | $5,631+16.1% | $6,689-2.3% |
| Admin fee / account holder | $35 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |