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 | $29,783 | $157,304-81.1% | $141,197-78.9% | $152,909-80.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.58% | 64.34%-24.8pp | 71.41%-31.8pp | 345.46%-305.9pp |
| Employer contribution / active EE | $3,389 | $5,263-35.6% | $4,736-28.5% | $4,764-28.9% |
| Participant deferral / active EE | $11,474 | $7,111+61.4% | $6,710+71.0% | $5,851+96.1% |
| Admin fee / account holder | $93 | $12,126-99.2% | $10,265-99.1% | $11,601-99.2% |