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 | $22,189 | $160,070-86.1% | $147,117-84.9% | $145,897-84.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 23.73% | 98.69%-75.0pp | 420.54%-396.8pp | 552.29%-528.6pp |
| Employer contribution / active EE | $2,727 | $5,285-48.4% | $4,932-44.7% | $4,663-41.5% |
| Participant deferral / active EE | $5,451 | $8,419-35.3% | $8,065-32.4% | $6,689-18.5% |
| Admin fee / account holder | $238 | $15,035-98.4% | $12,993-98.2% | $13,390-98.2% |