Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,958 | $165,361-85.5% | $149,715-84.0% | $158,950-84.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.80% | 348.24%-326.4pp | 276.66%-254.9pp | 302.91%-281.1pp |
| Employer contribution / active EE | $3,565 | $5,103-30.1% | $4,645-23.2% | $4,762-25.1% |
| Participant deferral / active EE | $3,552 | $7,182-50.5% | $6,842-48.1% | $5,983-40.6% |
| Admin fee / account holder | $9 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |