Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,251 | $121,701-69.4% | $104,639-64.4% | $158,982-76.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.75% | 465.72%-448.0pp | 340.67%-322.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,010 | $3,165-36.5% | $2,682-25.0% | $4,763-57.8% |
| Participant deferral / active EE | $7,343 | $4,176+75.9% | $3,738+96.5% | $5,983+22.7% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |