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 | $16,029 | $96,678-83.4% | $86,640-81.5% | $139,466-88.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 16.63% | 106.69%-90.1pp | 592.52%-575.9pp | 373.66%-357.0pp |
| Employer contribution / active EE | $3,443 | $3,265+5.4% | $3,024+13.8% | $4,754-27.6% |
| Participant deferral / active EE | $3,425 | $4,837-29.2% | $4,438-22.8% | $6,712-49.0% |
| Admin fee / account holder | $23 | $6,410-99.6% | $5,616-99.6% | $11,409-99.8% |