Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,612 | $106,918-77.0% | $84,021-70.7% | $152,897-83.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 113.27% | 105.01%+8.3pp | 71.32%+42.0pp | 345.43%-232.2pp |
| Employer contribution / active EE | $3,569 | $2,735+30.5% | $1,984+79.9% | $4,764-25.1% |
| Participant deferral / active EE | $18,525 | $4,012+361.7% | $3,239+471.9% | $5,851+216.6% |
| Admin fee / account holder | $204 | $8,288-97.5% | $6,102-96.7% | $11,599-98.2% |