Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,771 | $183,539-89.8% | $155,556-87.9% | $145,897-87.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.12% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,812 | $5,315-47.1% | $4,675-39.9% | $4,663-39.7% |
| Participant deferral / active EE | $4,910 | $6,467-24.1% | $5,631-12.8% | $6,689-26.6% |
| Admin fee / account holder | $77 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |