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 | $32,502 | $100,073-67.5% | $85,126-61.8% | $145,877-77.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 84.11%-70.1pp | 66.63%-52.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,330 | $3,236-28.0% | $2,731-14.7% | $4,663-50.0% |
| Participant deferral / active EE | $7,423 | $5,294+40.2% | $4,523+64.1% | $6,691+10.9% |
| Admin fee / account holder | $180 | $7,261-97.5% | $6,160-97.1% | $13,402-98.7% |