Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,357 | $175,259-87.8% | $149,723-85.7% | $139,487-84.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.02% | 166.82%-141.8pp | 134.50%-109.5pp | 373.84%-348.8pp |
| Employer contribution / active EE | $4,428 | $5,478-19.2% | $4,821-8.1% | $4,755-6.9% |
| Participant deferral / active EE | $4,425 | $6,522-32.1% | $5,682-22.1% | $6,713-34.1% |
| Admin fee / account holder | $298 | $16,158-98.2% | $13,215-97.7% | $11,407-97.4% |