Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,562 | $99,011-75.2% | $86,582-71.6% | $147,586-83.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1312.75%-1296.6pp | 965.08%-948.9pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,268 | $3,132-27.6% | $2,839-20.1% | $4,876-53.5% |
| Participant deferral / active EE | $2,825 | $3,972-28.9% | $3,609-21.7% | $5,439-48.1% |
| Admin fee / account holder | $118 | $5,709-97.9% | $4,904-97.6% | $10,886-98.9% |