Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,251 | $109,967-69.8% | $97,197-65.8% | $145,877-77.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.74% | 244.27%-225.5pp | 75.47%-56.7pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,943 | $3,077-36.8% | $2,723-28.6% | $4,663-58.3% |
| Participant deferral / active EE | $3,423 | $4,676-26.8% | $4,263-19.7% | $6,691-48.8% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |