Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,376 | $169,237-85.0% | $129,339-80.4% | $145,978-82.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.58% | 14364.43%-14343.9pp | 9437.05%-9416.5pp | 550.52%-529.9pp |
| Employer contribution / active EE | $3,692 | $5,540-33.4% | $4,154-11.1% | $4,662-20.8% |
| Participant deferral / active EE | $2,650 | $4,991-46.9% | $4,170-36.4% | $6,690-60.4% |
| Admin fee / account holder | $135 | $9,882-98.6% | $7,668-98.2% | $13,400-99.0% |