Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,371 | $129,737-82.0% | $119,126-80.4% | $154,746-84.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.67% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,518 | $4,375-65.3% | $4,034-62.4% | $4,379-65.3% |
| Participant deferral / active EE | $2,474 | $5,842-57.6% | $5,318-53.5% | $6,730-63.2% |
| Admin fee / account holder | $190 | $11,961-98.4% | $10,693-98.2% | $14,365-98.7% |