Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,337 | $69,248-79.3% | $64,101-77.6% | $139,466-89.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.56% | 45.95%-17.4pp | 33.72%-5.2pp | 373.66%-345.1pp |
| Employer contribution / active EE | $2,499 | $3,185-21.5% | $2,749-9.1% | $4,754-47.4% |
| Participant deferral / active EE | $4,314 | $4,682-7.9% | $3,881+11.2% | $6,712-35.7% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |