Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,918 | $157,304-79.1% | $141,197-76.7% | $152,909-78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.33% | 64.34%-36.0pp | 71.41%-43.1pp | 345.46%-317.1pp |
| Employer contribution / active EE | $5,376 | $5,263+2.2% | $4,736+13.5% | $4,764+12.8% |
| Participant deferral / active EE | $5,376 | $7,111-24.4% | $6,710-19.9% | $5,851-8.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |