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 | $48,554 | $108,897-55.4% | $100,378-51.6% | $145,877-66.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.19% | 58.17%-38.0pp | 49.41%-29.2pp | 551.28%-531.1pp |
| Employer contribution / active EE | $6,974 | $4,420+57.8% | $3,942+76.9% | $4,663+49.6% |
| Participant deferral / active EE | $18,863 | $8,455+123.1% | $8,087+133.2% | $6,691+181.9% |
| Admin fee / account holder | $25 | $9,690-99.7% | $7,899-99.7% | $13,402-99.8% |