Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,763 | $160,070-80.2% | $147,117-78.4% | $145,897-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.24% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $6,828 | $5,285+29.2% | $4,932+38.4% | $4,663+46.4% |
| Participant deferral / active EE | $4,574 | $8,419-45.7% | $8,065-43.3% | $6,689-31.6% |
| Admin fee / account holder | $95 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |