Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,040 | $165,399-82.4% | $149,745-80.6% | $158,982-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.26% | 348.34%-322.1pp | 276.72%-250.5pp | 302.99%-276.7pp |
| Employer contribution / active EE | $1,804 | $5,105-64.7% | $4,646-61.2% | $4,763-62.1% |
| Participant deferral / active EE | $10,217 | $7,183+42.2% | $6,843+49.3% | $5,983+70.7% |
| Admin fee / account holder | $208 | $10,811-98.1% | $9,312-97.8% | $11,252-98.1% |