Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,053 | $228,395-88.6% | $185,861-86.0% | $158,982-83.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 39.89% | 40.82%-0.9pp | 35.96%+3.9pp | 302.99%-263.1pp |
| Employer contribution / active EE | $2,871 | $4,968-42.2% | $4,088-29.8% | $4,763-39.7% |
| Participant deferral / active EE | $14,550 | $6,417+126.7% | $5,634+158.3% | $5,983+143.2% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |