Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,565 | $72,071-75.6% | $68,368-74.3% | $137,256-87.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.57% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,421 | $2,788-49.0% | $2,649-46.4% | $4,156-65.8% |
| Participant deferral / active EE | $2,506 | $4,410-43.2% | $4,123-39.2% | $6,407-60.9% |
| Admin fee / account holder | $248 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |