Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,865 | $111,814-71.5% | $93,654-66.0% | $145,959-78.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.04% | 203.30%-191.3pp | 133.34%-121.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $7,216 | $3,092+133.4% | $2,421+198.1% | $4,661+54.8% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $265 | $10,246-97.4% | $8,282-96.8% | $13,398-98.0% |