Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,916 | $85,171-76.6% | $172,752-88.5% | $72,975-72.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.53% | 27.32%+0.2pp | 802.97%-775.4pp | 81.01%-53.5pp |
| Employer contribution / active EE | $2,109 | $3,324-36.5% | $5,144-59.0% | $2,440-13.6% |
| Participant deferral / active EE | $2,897 | $3,260-11.1% | $5,198-44.3% | $3,608-19.7% |
| Admin fee / account holder | $274 | $5,880-95.3% | $13,955-98.0% | $5,124-94.6% |