Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,638 | $183,627-90.4% | $155,602-88.7% | $145,978-87.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.77% | 61.32%-37.6pp | 64.81%-41.0pp | 550.52%-526.8pp |
| Employer contribution / active EE | $1,944 | $5,316-63.4% | $4,675-58.4% | $4,662-58.3% |
| Participant deferral / active EE | $6,509 | $6,466+0.7% | $5,629+15.6% | $6,690-2.7% |
| Admin fee / account holder | $157 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |