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 | $37,757 | $154,754-75.6% | $124,206-69.6% | $138,895-72.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 21.88% | 709.28%-687.4pp | 515.27%-493.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,842 | $4,446-36.1% | $3,540-19.7% | $4,194-32.2% |
| Participant deferral / active EE | $7,136 | $4,621+54.4% | $3,968+79.9% | $6,396+11.6% |
| Admin fee / account holder | $39 | $6,690-99.4% | $5,929-99.3% | $12,562-99.7% |