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 | $36,879 | $100,203-63.2% | $85,240-56.7% | $145,897-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.85% | 84.28%-68.4pp | 66.75%-50.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $5,525 | $3,242+70.4% | $2,735+102.0% | $4,663+18.5% |
| Participant deferral / active EE | $5,382 | $5,299+1.6% | $4,527+18.9% | $6,689-19.5% |
| Admin fee / account holder | $2 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |