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 | $33,095 | $107,941-69.3% | $91,994-64.0% | $152,897-78.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 29.28% | 89.28%-60.0pp | 69.04%-39.8pp | 345.43%-316.1pp |
| Employer contribution / active EE | $3,680 | $4,212-12.6% | $3,453+6.6% | $4,764-22.7% |
| Participant deferral / active EE | $11,742 | $6,366+84.5% | $5,924+98.2% | $5,851+100.7% |
| Admin fee / account holder | $107 | $10,521-99.0% | $7,744-98.6% | $11,599-99.1% |