Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,502 | $160,040-85.3% | $147,096-84.0% | $145,877-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,389 | $5,289-35.9% | $4,936-31.3% | $4,663-27.3% |
| Participant deferral / active EE | $3,389 | $8,429-59.8% | $8,071-58.0% | $6,691-49.3% |
| Admin fee / account holder | $171 | $15,050-98.9% | $13,005-98.7% | $13,402-98.7% |