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 | $39,474 | $127,779-69.1% | $106,551-63.0% | $167,518-76.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.01% | 33.87%-11.9pp | 26.80%-4.8pp | 478.71%-456.7pp |
| Employer contribution / active EE | $6,309 | $3,427+84.1% | $2,819+123.8% | $4,838+30.4% |
| Participant deferral / active EE | $13,941 | $5,088+174.0% | $4,398+217.0% | $6,342+119.8% |
| Admin fee / account holder | $22 | $11,228-99.8% | $7,408-99.7% | $12,312-99.8% |