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 | $18,539 | $102,595-81.9% | $94,057-80.3% | $154,746-88.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 21.51% | 583.42%-561.9pp | 480.62%-459.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,476 | $3,147-53.1% | $2,933-49.7% | $4,379-66.3% |
| Participant deferral / active EE | $3,592 | $5,118-29.8% | $4,709-23.7% | $6,730-46.6% |
| Admin fee / account holder | $262 | $7,736-96.6% | $7,244-96.4% | $14,365-98.2% |