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 | $25,717 | $103,038-75.0% | $90,324-71.5% | $152,909-83.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.93% | 95.25%-79.3pp | 78.15%-62.2pp | 345.46%-329.5pp |
| Employer contribution / active EE | $6,072 | $3,141+93.4% | $2,856+112.6% | $4,764+27.5% |
| Participant deferral / active EE | $1,220 | $4,282-71.5% | $3,885-68.6% | $5,851-79.2% |
| Admin fee / account holder | $104 | $6,177-98.3% | $5,356-98.1% | $11,601-99.1% |