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 | $21,920 | $148,623-85.3% | $135,974-83.9% | $139,466-84.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 20.81% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,532 | $8,103-19.4% | $7,760-15.8% | $6,712-2.7% |
| Admin fee / account holder | $181 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |