Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,949 | $175,231-88.0% | $149,696-86.0% | $139,466-85.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.83% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,348 | $5,478-57.1% | $4,821-51.3% | $4,754-50.6% |
| Participant deferral / active EE | $6,207 | $6,521-4.8% | $5,682+9.2% | $6,712-7.5% |
| Admin fee / account holder | $130 | $16,155-99.2% | $13,212-99.0% | $11,409-98.9% |