Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,461 | $96,691-57.1% | $86,656-52.2% | $139,487-70.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 30.28% | 106.87%-76.6pp | 593.09%-562.8pp | 373.84%-343.6pp |
| Employer contribution / active EE | $3,145 | $3,267-3.7% | $3,025+4.0% | $4,755-33.9% |
| Participant deferral / active EE | $18,770 | $4,838+288.0% | $4,439+322.8% | $6,713+179.6% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |