Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,450 | $165,361-83.4% | $149,715-81.7% | $158,950-82.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.58% | 348.24%-327.7pp | 276.66%-256.1pp | 302.91%-282.3pp |
| Employer contribution / active EE | $3,852 | $5,103-24.5% | $4,645-17.1% | $4,762-19.1% |
| Participant deferral / active EE | $6,828 | $7,182-4.9% | $6,842-0.2% | $5,983+14.1% |
| Admin fee / account holder | $42 | $10,808-99.6% | $9,310-99.6% | $11,248-99.6% |