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 | $33,028 | $68,398-51.7% | $94,664-65.1% | $75,173-56.1% |
| Participation rate | 76.2% | 76.1%+0.1pp | 80.8%-4.6pp | 67.2%+9.0pp |
| Annual return | 161.97% | 616.72%-454.8pp | 156.84%+5.1pp | 160.72%+1.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,737 | $6,537+64.3% | $7,417+44.8% | $4,126+160.2% |
| Admin fee / account holder | $148 | $5,324-97.2% | $7,222-97.9% | $5,651-97.4% |