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 | $24,863 | $149,778-83.4% | $118,946-79.1% | $158,950-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.98% | 19.95%-7.0pp | 35.89%-22.9pp | 302.91%-289.9pp |
| Employer contribution / active EE | $4,620 | $4,117+12.2% | $3,263+41.6% | $4,762-3.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17 | $8,604-99.8% | $6,581-99.7% | $11,248-99.8% |