Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,735 | $162,812-78.7% | $133,971-74.1% | $158,966-78.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 85.39% | 41.94%+43.4pp | 45.09%+40.3pp | 302.95%-217.6pp |
| Employer contribution / active EE | $7,109 | $4,976+42.9% | $3,919+81.4% | $4,762+49.3% |
| Participant deferral / active EE | $10,971 | $5,910+85.6% | $5,047+117.4% | $5,983+83.4% |
| Admin fee / account holder | $145 | $11,741-98.8% | $8,929-98.4% | $11,250-98.7% |