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 | $21,644 | $102,595-78.9% | $94,057-77.0% | $154,746-86.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.18% | 583.42%-565.2pp | 480.62%-462.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,176 | $3,147-30.9% | $2,933-25.8% | $4,379-50.3% |
| Participant deferral / active EE | $7,204 | $5,118+40.7% | $4,709+53.0% | $6,730+7.0% |
| Admin fee / account holder | $224 | $7,736-97.1% | $7,244-96.9% | $14,365-98.4% |