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 | $25,508 | $115,903-78.0% | $100,528-74.6% | $158,966-84.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 45.44% | 34.80%+10.6pp | 30.90%+14.5pp | 302.95%-257.5pp |
| Employer contribution / active EE | $3,210 | $4,105-21.8% | $3,419-6.1% | $4,762-32.6% |
| Participant deferral / active EE | $6,302 | $6,677-5.6% | $6,271+0.5% | $5,983+5.3% |
| Admin fee / account holder | $20 | $11,000-99.8% | $8,084-99.8% | $11,250-99.8% |