Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,877 | $167,030-88.7% | $135,768-86.1% | $155,188-87.8% |
| Participation rate | 90.9% | 76.2%+14.8pp | 71.1%+19.8pp | 80.8%+10.1pp |
| Annual return | 23.30% | 678.39%-655.1pp | 526.10%-502.8pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,116 | $4,132-73.0% | $3,394-67.1% | $4,248-73.7% |
| Participant deferral / active EE | $4,132 | $4,528-8.7% | $3,977+3.9% | $6,531-36.7% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |