Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,644 | $108,912-87.5% | $100,383-86.4% | $145,959-90.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.77% | 57.96%-39.2pp | 49.26%-30.5pp | 561.95%-543.2pp |
| Employer contribution / active EE | $2,062 | $4,423-53.4% | $3,944-47.7% | $4,661-55.8% |
| Participant deferral / active EE | $8,730 | $8,451+3.3% | $8,086+8.0% | $6,689+30.5% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |