Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,327 | $129,737-78.9% | $119,126-77.1% | $154,746-82.3% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 30.93% | 379.08%-348.2pp | 282.11%-251.2pp | 172.34%-141.4pp |
| Employer contribution / active EE | $1,745 | $4,375-60.1% | $4,034-56.7% | $4,379-60.1% |
| Participant deferral / active EE | $5,736 | $5,842-1.8% | $5,318+7.9% | $6,730-14.8% |
| Admin fee / account holder | $134 | $11,961-98.9% | $10,693-98.7% | $14,365-99.1% |