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 | $19,797 | $97,125-79.6% | $86,233-77.0% | $137,256-85.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 28.79% | 74.19%-45.4pp | 61.39%-32.6pp | 220.34%-191.5pp |
| Employer contribution / active EE | $1,984 | $2,841-30.2% | $2,504-20.8% | $4,156-52.3% |
| Participant deferral / active EE | $5,677 | $5,180+9.6% | $4,559+24.5% | $6,407-11.4% |
| Admin fee / account holder | $26 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |