Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,485 | $103,008-64.6% | $90,304-59.6% | $152,897-76.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.71% | 95.22%-59.5pp | 78.13%-42.4pp | 345.43%-309.7pp |
| Employer contribution / active EE | $4,960 | $3,139+58.0% | $2,855+73.7% | $4,764+4.1% |
| Participant deferral / active EE | $13,104 | $4,281+206.1% | $3,885+237.3% | $5,851+124.0% |
| Admin fee / account holder | $37 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |