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 | $33,144 | $165,584-80.0% | $142,942-76.8% | $137,256-75.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 23.19% | 164.22%-141.0pp | 113.70%-90.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,256 | $4,725-52.3% | $4,139-45.5% | $4,156-45.7% |
| Participant deferral / active EE | $7,472 | $8,194-8.8% | $7,128+4.8% | $6,407+16.6% |
| Admin fee / account holder | $54 | $16,167-99.7% | $12,475-99.6% | $12,270-99.6% |