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 | $20,494 | $105,160-80.5% | $94,679-78.4% | $139,456-85.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 34.45% | 38.04%-3.6pp | 156.75%-122.3pp | 373.45%-339.0pp |
| Employer contribution / active EE | $2,775 | $4,107-32.4% | $3,673-24.4% | $4,753-41.6% |
| Participant deferral / active EE | $8,071 | $7,599+6.2% | $7,417+8.8% | $6,711+20.3% |
| Admin fee / account holder | $21 | $8,988-99.8% | $7,233-99.7% | $11,407-99.8% |