Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,845 | $159,978-75.1% | $147,041-72.9% | $145,978-72.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.93% | 98.36%-79.4pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $2,265 | $5,288-57.2% | $4,935-54.1% | $4,662-51.4% |
| Participant deferral / active EE | $15,097 | $8,429+79.1% | $8,071+87.1% | $6,690+125.7% |
| Admin fee / account holder | $47 | $15,053-99.7% | $13,006-99.6% | $13,400-99.7% |