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 | $27,613 | $148,558-81.4% | $135,925-79.7% | $139,427-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.07% | 79.22%-64.2pp | 68.25%-53.2pp | 373.27%-358.2pp |
| Employer contribution / active EE | $7,498 | $5,244+43.0% | $4,857+54.4% | $4,752+57.8% |
| Participant deferral / active EE | $6,632 | $8,101-18.1% | $7,759-14.5% | $6,711-1.2% |
| Admin fee / account holder | $219 | $12,401-98.2% | $10,764-98.0% | $11,404-98.1% |