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 | $27,013 | $115,814-76.7% | $101,275-73.3% | $158,982-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.65% | 56.16%-31.5pp | 46.48%-21.8pp | 302.99%-278.3pp |
| Employer contribution / active EE | $1,528 | $4,176-63.4% | $3,660-58.3% | $4,763-67.9% |
| Participant deferral / active EE | $6,115 | $4,958+23.3% | $4,371+39.9% | $5,983+2.2% |
| Admin fee / account holder | $17 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |