Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,939 | $105,158-58.2% | $94,672-53.6% | $139,487-68.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.57% | 38.11%-14.5pp | 156.89%-133.3pp | 373.84%-350.3pp |
| Employer contribution / active EE | $6,128 | $4,107+49.2% | $3,673+66.8% | $4,755+28.9% |
| Participant deferral / active EE | $13,932 | $7,599+83.3% | $7,417+87.8% | $6,713+107.5% |
| Admin fee / account holder | $54 | $8,972-99.4% | $7,222-99.3% | $11,407-99.5% |