Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,627 | $105,960-79.6% | $81,726-73.5% | $158,982-86.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 54.65% | 38.19%+16.5pp | 29.49%+25.2pp | 302.99%-248.3pp |
| Employer contribution / active EE | $3,354 | $7,805-57.0% | $4,311-22.2% | $4,763-29.6% |
| Participant deferral / active EE | $8,040 | $13,011-38.2% | $7,108+13.1% | $5,983+34.4% |
| Admin fee / account holder | $81 | $8,494-99.0% | $5,160-98.4% | $11,252-99.3% |