Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,172 | $157,276-85.3% | $141,177-83.6% | $152,885-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.61% | 64.33%-40.7pp | 71.40%-47.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,601 | $5,262-69.6% | $4,736-66.2% | $4,763-66.4% |
| Participant deferral / active EE | $10,602 | $7,110+49.1% | $6,710+58.0% | $5,851+81.2% |
| Admin fee / account holder | $107 | $12,123-99.1% | $10,263-99.0% | $11,598-99.1% |