Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,859 | $110,039-57.4% | $97,260-51.8% | $145,884-67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.07% | 244.44%-228.4pp | 75.54%-59.5pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,491 | $3,074-51.5% | $2,721-45.2% | $4,662-68.0% |
| Participant deferral / active EE | $1,492 | $4,674-68.1% | $4,262-65.0% | $6,690-77.7% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |