Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,248 | $183,592-89.5% | $155,574-87.6% | $145,877-86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.54% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,837 | $5,317-65.5% | $4,676-60.7% | $4,663-60.6% |
| Participant deferral / active EE | $5,212 | $6,466-19.4% | $5,629-7.4% | $6,691-22.1% |
| Admin fee / account holder | $143 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |