Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,072 | $109,967-87.2% | $97,197-85.5% | $145,877-90.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 15.10% | 244.27%-229.2pp | 75.47%-60.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,274 | $3,077-26.1% | $2,723-16.5% | $4,663-51.2% |
| Participant deferral / active EE | $10,961 | $4,676+134.4% | $4,263+157.1% | $6,691+63.8% |
| Admin fee / account holder | $63 | $6,199-99.0% | $5,637-98.9% | $13,402-99.5% |