Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,170 | $138,072-79.6% | $123,549-77.2% | $135,382-79.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.06% | 153.69%-150.6pp | 119.20%-116.1pp | 519.77%-516.7pp |
| Employer contribution / active EE | $3,850 | $5,152-25.3% | $4,628-16.8% | $4,779-19.4% |
| Participant deferral / active EE | $15,250 | $6,799+124.3% | $6,426+137.3% | $5,609+171.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |