Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,388 | $70,121-70.9% | $63,803-68.0% | $138,895-85.3% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 23.98% | 946.48%-922.5pp | 543.72%-519.7pp | 145.39%-121.4pp |
| Employer contribution / active EE | $2,679 | $2,882-7.0% | $2,532+5.8% | $4,194-36.1% |
| Participant deferral / active EE | $5,410 | $4,535+19.3% | $3,843+40.8% | $6,396-15.4% |
| Admin fee / account holder | $216 | $6,738-96.8% | $5,196-95.8% | $12,562-98.3% |