Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,764 | $232,540-85.9% | $185,117-82.3% | $147,586-77.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 33.04% | 43.03%-10.0pp | 40.50%-7.5pp | 578.59%-545.6pp |
| Employer contribution / active EE | $1,840 | $5,195-64.6% | $4,182-56.0% | $4,876-62.3% |
| Participant deferral / active EE | $13,067 | $5,834+124.0% | $5,045+159.0% | $5,439+140.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |