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 | $28,800 | $183,592-84.3% | $155,567-81.5% | $145,959-80.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.33% | 61.24%-20.9pp | 64.74%-24.4pp | 561.95%-521.6pp |
| Employer contribution / active EE | $2,712 | $5,315-49.0% | $4,674-42.0% | $4,661-41.8% |
| Participant deferral / active EE | $10,928 | $6,464+69.0% | $5,628+94.2% | $6,689+63.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |