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 | $18,965 | $97,125-80.5% | $86,233-78.0% | $137,256-86.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.90% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,288 | $2,841+15.7% | $2,504+31.3% | $4,156-20.9% |
| Participant deferral / active EE | $4,840 | $5,180-6.6% | $4,559+6.2% | $6,407-24.5% |
| Admin fee / account holder | $24 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |