Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,081 | $126,113-84.1% | $116,096-82.7% | $155,188-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 21.33% | 391.72%-370.4pp | 326.25%-304.9pp | 148.84%-127.5pp |
| Employer contribution / active EE | $1,531 | $2,672-42.7% | $2,503-38.9% | $4,248-64.0% |
| Participant deferral / active EE | $1,531 | $4,162-63.2% | $3,952-61.3% | $6,531-76.6% |
| Admin fee / account holder | $42 | $8,045-99.5% | $7,704-99.5% | $14,480-99.7% |