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 | $42,001 | $115,780-63.7% | $101,255-58.5% | $158,931-73.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 66.63% | 56.14%+10.5pp | 46.48%+20.2pp | 302.86%-236.2pp |
| Employer contribution / active EE | $25,082 | $4,175+500.8% | $3,660+585.3% | $4,761+426.8% |
| Participant deferral / active EE | $8,333 | $4,958+68.1% | $4,370+90.7% | $5,982+39.3% |
| Admin fee / account holder | $132 | $7,246-98.2% | $5,946-97.8% | $11,247-98.8% |