Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,359 | $88,815-79.3% | $81,882-77.6% | $145,897-87.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.09% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,761 | $3,086-42.9% | $2,916-39.6% | $4,663-62.2% |
| Participant deferral / active EE | $5,502 | $4,647+18.4% | $4,323+27.3% | $6,689-17.8% |
| Admin fee / account holder | $77 | $8,434-99.1% | $7,360-99.0% | $13,390-99.4% |