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 | $23,916 | $148,582-83.9% | $135,942-82.4% | $139,456-82.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.42% | 79.26%-44.8pp | 68.28%-33.9pp | 373.45%-339.0pp |
| Employer contribution / active EE | $3,108 | $5,245-40.7% | $4,858-36.0% | $4,753-34.6% |
| Participant deferral / active EE | $8,915 | $8,101+10.0% | $7,759+14.9% | $6,711+32.8% |
| Admin fee / account holder | $25 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |