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 | $28,445 | $110,093-74.2% | $97,295-70.8% | $145,897-80.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.78% | 244.76%-234.0pp | 75.62%-64.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,053 | $3,077-33.3% | $2,723-24.6% | $4,663-56.0% |
| Participant deferral / active EE | $5,286 | $4,678+13.0% | $4,264+24.0% | $6,689-21.0% |
| Admin fee / account holder | $274 | $6,212-95.6% | $5,646-95.2% | $13,390-98.0% |