Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,604 | $103,008-78.1% | $90,304-75.0% | $152,897-85.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.71% | 95.22%-67.5pp | 78.13%-50.4pp | 345.43%-317.7pp |
| Employer contribution / active EE | $2,457 | $3,139-21.7% | $2,855-13.9% | $4,764-48.4% |
| Participant deferral / active EE | $4,628 | $4,281+8.1% | $3,885+19.1% | $5,851-20.9% |
| Admin fee / account holder | $18 | $6,175-99.7% | $5,354-99.7% | $11,599-99.8% |