Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,721 | $138,076-68.3% | $123,553-64.6% | $135,380-67.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.12% | 153.70%-145.6pp | 119.21%-111.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $4,212 | $5,152-18.3% | $4,628-9.0% | $4,779-11.9% |
| Participant deferral / active EE | $7,329 | $6,800+7.8% | $6,426+14.0% | $5,609+30.7% |
| Admin fee / account holder | $9 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |