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 | $23,325 | $183,592-87.3% | $155,574-85.0% | $145,877-84.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.88% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $7,441 | $5,317+39.9% | $4,676+59.1% | $4,663+59.6% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $65 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |