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 | $27,112 | $101,618-73.3% | $93,063-70.9% | $137,256-80.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.25% | 223.95%-203.7pp | 34.15%-13.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,599 | $2,707-40.9% | $2,476-35.4% | $4,156-61.5% |
| Participant deferral / active EE | $6,105 | $4,279+42.7% | $3,958+54.2% | $6,407-4.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |