Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,053 | $72,071-61.1% | $68,368-59.0% | $137,256-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.54% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,216 | $2,788-56.4% | $2,649-54.1% | $4,156-70.7% |
| Participant deferral / active EE | $6,176 | $4,410+40.0% | $4,123+49.8% | $6,407-3.6% |
| Admin fee / account holder | $39 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |