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 | $15,567 | $69,248-77.5% | $64,101-75.7% | $139,466-88.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.66% | 45.95%-15.3pp | 33.72%-3.1pp | 373.66%-343.0pp |
| Employer contribution / active EE | $2,128 | $3,185-33.2% | $2,749-22.6% | $4,754-55.2% |
| Participant deferral / active EE | $6,708 | $4,682+43.3% | $3,881+72.9% | $6,712-0.1% |
| Admin fee / account holder | $25 | $4,247-99.4% | $3,070-99.2% | $11,409-99.8% |