Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,034 | $73,546-57.8% | $63,018-50.8% | $147,586-79.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.41% | 175.56%-157.2pp | 87.62%-69.2pp | 578.59%-560.2pp |
| Employer contribution / active EE | $7,406 | $3,324+122.8% | $2,761+168.3% | $4,876+51.9% |
| Participant deferral / active EE | $6,886 | $4,185+64.6% | $3,330+106.8% | $5,439+26.6% |
| Admin fee / account holder | $286 | $5,956-95.2% | $3,601-92.1% | $10,886-97.4% |