Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,850 | $107,941-84.4% | $91,994-81.7% | $152,909-89.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 31.36% | 89.28%-57.9pp | 69.04%-37.7pp | 345.46%-314.1pp |
| Employer contribution / active EE | $1,149 | $4,212-72.7% | $3,453-66.7% | $4,764-75.9% |
| Participant deferral / active EE | $6,160 | $6,366-3.2% | $5,924+4.0% | $5,851+5.3% |
| Admin fee / account holder | $184 | $10,521-98.3% | $7,744-97.6% | $11,601-98.4% |