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 | $32,858 | $148,558-77.9% | $135,925-75.8% | $139,427-76.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.28% | 79.22%-50.9pp | 68.25%-40.0pp | 373.27%-345.0pp |
| Employer contribution / active EE | $7,019 | $5,244+33.8% | $4,857+44.5% | $4,752+47.7% |
| Participant deferral / active EE | $11,898 | $8,101+46.9% | $7,759+53.3% | $6,711+77.3% |
| Admin fee / account holder | $4 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |