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 | $38,176 | $138,114-72.4% | $125,391-69.6% | $134,545-71.6% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $20,836 | $5,246+297.2% | $4,816+332.7% | $4,742+339.4% |
| Participant deferral / active EE | $15,631 | $7,801+100.4% | $7,448+109.9% | $6,401+144.2% |
| Admin fee / account holder | $4 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |