Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,517 | $159,978-84.7% | $147,041-83.3% | $145,978-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.51% | 98.36%-79.9pp | 419.21%-400.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $4,436 | $5,288-16.1% | $4,935-10.1% | $4,662-4.8% |
| Participant deferral / active EE | $8,337 | $8,429-1.1% | $8,071+3.3% | $6,690+24.6% |
| Admin fee / account holder | $26 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |