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 | $28,987 | $112,915-74.3% | $90,965-68.1% | $158,950-81.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.92% | 215.75%-192.8pp | 134.57%-111.6pp | 302.91%-280.0pp |
| Employer contribution / active EE | $2,457 | $2,894-15.1% | $2,122+15.8% | $4,762-48.4% |
| Participant deferral / active EE | $4,428 | $4,128+7.3% | $3,373+31.3% | $5,983-26.0% |
| Admin fee / account holder | $24 | $8,044-99.7% | $5,960-99.6% | $11,248-99.8% |