Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,922 | $99,011-79.9% | $86,582-77.0% | $147,586-86.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.79% | 1312.75%-1282.0pp | 965.08%-934.3pp | 578.59%-547.8pp |
| Employer contribution / active EE | $2,279 | $3,132-27.2% | $2,839-19.7% | $4,876-53.3% |
| Participant deferral / active EE | $4,283 | $3,972+7.8% | $3,609+18.7% | $5,439-21.2% |
| Admin fee / account holder | $249 | $5,709-95.6% | $4,904-94.9% | $10,886-97.7% |