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 | $29,655 | $148,629-80.0% | $135,982-78.2% | $139,487-78.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 113.32% | 79.33%+34.0pp | 68.32%+45.0pp | 373.84%-260.5pp |
| Employer contribution / active EE | $11,970 | $5,247+128.1% | $4,859+146.3% | $4,755+151.7% |
| Participant deferral / active EE | $5,606 | $8,102-30.8% | $7,760-27.8% | $6,713-16.5% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |