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 | $22,257 | $112,935-80.3% | $90,970-75.5% | $158,966-86.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.90% | 215.79%-190.9pp | 134.58%-109.7pp | 302.95%-278.1pp |
| Employer contribution / active EE | $2,484 | $2,895-14.2% | $2,122+17.0% | $4,762-47.9% |
| Participant deferral / active EE | $10,849 | $4,129+162.7% | $3,373+221.6% | $5,983+81.3% |
| Admin fee / account holder | $67 | $8,045-99.2% | $5,960-98.9% | $11,250-99.4% |