Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,625 | $165,399-85.1% | $149,745-83.6% | $158,982-84.5% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 20.06% | 348.34%-328.3pp | 276.72%-256.7pp | 302.99%-282.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,787 | $7,183-61.2% | $6,843-59.3% | $5,983-53.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |