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 | $20,893 | $105,158-80.1% | $94,672-77.9% | $139,487-85.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.64% | 38.11%-11.5pp | 156.89%-130.3pp | 373.84%-347.2pp |
| Employer contribution / active EE | $4,284 | $4,107+4.3% | $3,673+16.6% | $4,755-9.9% |
| Participant deferral / active EE | $6,367 | $7,599-16.2% | $7,417-14.2% | $6,713-5.1% |
| Admin fee / account holder | $37 | $8,972-99.6% | $7,222-99.5% | $11,407-99.7% |