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 | $21,478 | $72,426-70.3% | $67,560-68.2% | $145,897-85.3% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 14.37% | 7226.78%-7212.4pp | 3533.50%-3519.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,757 | $3,074+22.2% | $2,737+37.3% | $4,663-19.4% |
| Participant deferral / active EE | $3,023 | $4,785-36.8% | $4,004-24.5% | $6,689-54.8% |
| Admin fee / account holder | $146 | $5,514-97.3% | $3,994-96.3% | $13,390-98.9% |