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 | $20,854 | $149,040-86.0% | $120,225-82.7% | $137,256-84.8% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 24.26% | 605.68%-581.4pp | 439.23%-415.0pp | 220.34%-196.1pp |
| Employer contribution / active EE | $462 | $4,350-89.4% | $3,475-86.7% | $4,156-88.9% |
| Participant deferral / active EE | $5,314 | $4,655+14.2% | $3,999+32.9% | $6,407-17.1% |
| Admin fee / account holder | $19 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |