Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,285 | $105,929-75.2% | $81,716-67.8% | $158,966-83.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 22.25% | 38.19%-15.9pp | 29.49%-7.2pp | 302.95%-280.7pp |
| Employer contribution / active EE | $1,544 | $7,802-80.2% | $4,310-64.2% | $4,762-67.6% |
| Participant deferral / active EE | $1,496 | $13,007-88.5% | $7,108-78.9% | $5,983-75.0% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |