Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,624 | $183,592-85.5% | $155,574-82.9% | $145,877-81.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.08% | 61.37%-43.3pp | 64.87%-46.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $3,288 | $5,317-38.2% | $4,676-29.7% | $4,663-29.5% |
| Participant deferral / active EE | $6,040 | $6,466-6.6% | $5,629+7.3% | $6,691-9.7% |
| Admin fee / account holder | $62 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |