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 | $18,809 | $159,934-88.2% | $147,005-87.2% | $145,959-87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.47% | 98.24%-85.8pp | 418.76%-406.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,393 | $5,287-54.7% | $4,934-51.5% | $4,661-48.6% |
| Participant deferral / active EE | $2,672 | $8,427-68.3% | $8,070-66.9% | $6,689-60.1% |
| Admin fee / account holder | $217 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |