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 | $26,025 | $165,939-84.3% | $122,354-78.7% | $147,586-82.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.90% | 34.56%-11.7pp | 30.28%-7.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $8,979 | $5,754+56.0% | $4,051+121.7% | $4,876+84.1% |
| Participant deferral / active EE | $2,840 | $4,005-29.1% | $3,287-13.6% | $5,439-47.8% |
| Admin fee / account holder | $36 | $7,425-99.5% | $5,479-99.3% | $10,886-99.7% |