Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,093 | $111,787-80.2% | $93,681-76.4% | $145,978-84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.07% | 203.52%-191.4pp | 133.47%-121.4pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,709 | $3,093-12.4% | $2,422+11.8% | $4,662-41.9% |
| Participant deferral / active EE | $5,599 | $4,918+13.8% | $4,415+26.8% | $6,690-16.3% |
| Admin fee / account holder | $284 | $10,256-97.2% | $8,290-96.6% | $13,400-97.9% |