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 | $30,889 | $103,000-70.0% | $90,300-65.8% | $152,885-79.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.65% | 95.19%-73.5pp | 78.11%-56.5pp | 345.39%-323.7pp |
| Employer contribution / active EE | $4,199 | $3,138+33.8% | $2,854+47.1% | $4,763-11.8% |
| Participant deferral / active EE | $2,226 | $4,281-48.0% | $3,884-42.7% | $5,851-62.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |