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 | $22,062 | $148,623-85.2% | $135,974-83.8% | $139,466-84.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.02% | 79.30%-52.3pp | 68.30%-41.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $3,672 | $5,246-30.0% | $4,859-24.4% | $4,754-22.7% |
| Participant deferral / active EE | $9,909 | $8,103+22.3% | $7,760+27.7% | $6,712+47.6% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |