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 | $26,582 | $148,629-82.1% | $135,982-80.5% | $139,487-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.79% | 79.33%-39.5pp | 68.32%-28.5pp | 373.84%-334.0pp |
| Employer contribution / active EE | $2,732 | $5,247-47.9% | $4,859-43.8% | $4,755-42.5% |
| Participant deferral / active EE | $13,196 | $8,102+62.9% | $7,760+70.0% | $6,713+96.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |