Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,662 | $72,071-64.4% | $68,368-62.5% | $137,256-81.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.20% | 353.14%-334.9pp | 292.57%-274.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,422 | $2,788-49.0% | $2,649-46.3% | $4,156-65.8% |
| Participant deferral / active EE | $2,435 | $4,410-44.8% | $4,123-40.9% | $6,407-62.0% |
| Admin fee / account holder | $169 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |