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 | $13,442 | $109,372-87.7% | $89,414-85.0% | $158,966-91.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.20% | 345.55%-326.4pp | 245.50%-226.3pp | 302.95%-283.7pp |
| Employer contribution / active EE | $3,657 | $3,171+15.3% | $2,586+41.4% | $4,762-23.2% |
| Participant deferral / active EE | $997 | $4,598-78.3% | $3,890-74.4% | $5,983-83.3% |
| Admin fee / account holder | $84 | $6,156-98.6% | $4,883-98.3% | $11,250-99.3% |