Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,910 | $110,551-81.1% | $80,741-74.1% | $167,536-87.5% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 18.37% | 120.57%-102.2pp | 87.30%-68.9pp | 478.82%-460.4pp |
| Employer contribution / active EE | $1,791 | $1,543+16.1% | $1,160+54.4% | $4,839-63.0% |
| Participant deferral / active EE | $6,790 | $2,870+136.6% | $2,145+216.5% | $6,342+7.1% |
| Admin fee / account holder | $15 | $4,547-99.7% | $3,380-99.6% | $12,315-99.9% |