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 | $22,511 | $165,361-86.4% | $149,715-85.0% | $158,950-85.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.71% | 348.24%-320.5pp | 276.66%-249.0pp | 302.91%-275.2pp |
| Employer contribution / active EE | $4,376 | $5,103-14.2% | $4,645-5.8% | $4,762-8.1% |
| Participant deferral / active EE | $6,853 | $7,182-4.6% | $6,842+0.2% | $5,983+14.5% |
| Admin fee / account holder | $186 | $10,808-98.3% | $9,310-98.0% | $11,248-98.3% |