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 | $29,443 | $72,396-59.3% | $67,511-56.4% | $145,959-79.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 20.78% | 7194.07%-7173.3pp | 3517.41%-3496.6pp | 561.95%-541.2pp |
| Employer contribution / active EE | $3,022 | $3,071-1.6% | $2,733+10.6% | $4,661-35.2% |
| Participant deferral / active EE | $8,894 | $4,781+86.0% | $4,000+122.3% | $6,689+33.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |