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 | $30,824 | $183,516-83.2% | $155,534-80.2% | $145,884-78.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.96% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $2,381 | $5,315-55.2% | $4,675-49.1% | $4,662-48.9% |
| Participant deferral / active EE | $2,675 | $6,467-58.6% | $5,630-52.5% | $6,690-60.0% |
| Admin fee / account holder | $187 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |