Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,042 | $183,592-86.4% | $155,574-83.9% | $145,877-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.34% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,535 | $5,317-52.3% | $4,676-45.8% | $4,663-45.6% |
| Participant deferral / active EE | $5,130 | $6,466-20.7% | $5,629-8.9% | $6,691-23.3% |
| Admin fee / account holder | $234 | $19,316-98.8% | $15,914-98.5% | $13,402-98.3% |