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 | $33,433 | $228,395-85.4% | $185,861-82.0% | $158,982-79.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 69.86% | 40.82%+29.0pp | 35.96%+33.9pp | 302.99%-233.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,333 | $6,417+170.1% | $5,634+207.7% | $5,983+189.7% |
| Admin fee / account holder | $3 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |