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 | $27,314 | $102,595-73.4% | $94,057-71.0% | $154,746-82.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.06% | 583.42%-561.4pp | 480.62%-458.6pp | 172.34%-150.3pp |
| Employer contribution / active EE | $424 | $3,147-86.5% | $2,933-85.6% | $4,379-90.3% |
| Participant deferral / active EE | $3,035 | $5,118-40.7% | $4,709-35.5% | $6,730-54.9% |
| Admin fee / account holder | $137 | $7,736-98.2% | $7,244-98.1% | $14,365-99.0% |