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 | $24,120 | $108,882-77.8% | $96,754-75.1% | $154,746-84.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.40% | 98.39%-76.0pp | 82.04%-59.6pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,910 | $3,018-36.7% | $2,679-28.7% | $4,379-56.4% |
| Participant deferral / active EE | $4,728 | $5,323-11.2% | $4,758-0.6% | $6,730-29.7% |
| Admin fee / account holder | $152 | $10,200-98.5% | $8,905-98.3% | $14,365-98.9% |