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 | $23,289 | $115,814-79.9% | $101,275-77.0% | $158,982-85.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.84% | 56.16%-32.3pp | 46.48%-22.6pp | 302.99%-279.1pp |
| Employer contribution / active EE | $5,446 | $4,176+30.4% | $3,660+48.8% | $4,763+14.3% |
| Participant deferral / active EE | $3,956 | $4,958-20.2% | $4,371-9.5% | $5,983-33.9% |
| Admin fee / account holder | $284 | $7,249-96.1% | $5,948-95.2% | $11,252-97.5% |