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 | $23,234 | $111,830-79.2% | $93,696-75.2% | $145,884-84.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.76% | 204.08%-192.3pp | 133.74%-122.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,783 | $3,093-10.0% | $2,422+14.9% | $4,662-40.3% |
| Participant deferral / active EE | $7,558 | $4,920+53.6% | $4,417+71.1% | $6,690+13.0% |
| Admin fee / account holder | $131 | $10,249-98.7% | $8,287-98.4% | $13,392-99.0% |