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 | $23,853 | $157,276-84.8% | $141,177-83.1% | $152,885-84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.01% | 64.33%-40.3pp | 71.40%-47.4pp | 345.39%-321.4pp |
| Employer contribution / active EE | $2,451 | $5,262-53.4% | $4,736-48.2% | $4,763-48.5% |
| Participant deferral / active EE | $4,247 | $7,110-40.3% | $6,710-36.7% | $5,851-27.4% |
| Admin fee / account holder | $57 | $12,123-99.5% | $10,263-99.4% | $11,598-99.5% |