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 | $29,713 | $111,787-73.4% | $93,681-68.3% | $145,978-79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.17% | 203.52%-194.3pp | 133.47%-124.3pp | 550.52%-541.3pp |
| Employer contribution / active EE | $2,392 | $3,093-22.7% | $2,422-1.3% | $4,662-48.7% |
| Participant deferral / active EE | $11,351 | $4,918+130.8% | $4,415+157.1% | $6,690+69.7% |
| Admin fee / account holder | $293 | $10,256-97.1% | $8,290-96.5% | $13,400-97.8% |