Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,121 | $176,105-76.1% | $159,474-73.6% | $167,536-74.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.44% | 331.91%-319.5pp | 263.68%-251.2pp | 478.82%-466.4pp |
| Employer contribution / active EE | $11,871 | $5,299+124.0% | $4,831+145.7% | $4,839+145.3% |
| Participant deferral / active EE | $3,206 | $7,751-58.6% | $7,353-56.4% | $6,342-49.4% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |