Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,063 | $109,411-77.1% | $89,435-72.0% | $158,982-84.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.97% | 345.68%-321.7pp | 245.55%-221.6pp | 302.99%-279.0pp |
| Employer contribution / active EE | $2,316 | $3,173-27.0% | $2,587-10.5% | $4,763-51.4% |
| Participant deferral / active EE | $3,477 | $4,600-24.4% | $3,890-10.6% | $5,983-41.9% |
| Admin fee / account holder | $46 | $6,159-99.3% | $4,884-99.1% | $11,252-99.6% |