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 | $24,534 | $102,638-76.1% | $81,982-70.1% | $158,982-84.6% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.3%+20.7pp | 82.0%+8.0pp |
| Annual return | 19.14% | 61.05%-41.9pp | 41.31%-22.2pp | 302.99%-283.9pp |
| Employer contribution / active EE | $8,796 | $3,241+171.4% | $2,498+252.1% | $4,763+84.7% |
| Participant deferral / active EE | $4,584 | $4,649-1.4% | $3,722+23.1% | $5,983-23.4% |
| Admin fee / account holder | $139 | $8,237-98.3% | $5,665-97.5% | $11,252-98.8% |