Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,065 | $183,516-89.6% | $155,534-87.7% | $145,884-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 119.33% | 61.43%+57.9pp | 64.92%+54.4pp | 551.85%-432.5pp |
| Employer contribution / active EE | $2,910 | $5,315-45.2% | $4,675-37.8% | $4,662-37.6% |
| Participant deferral / active EE | $7,626 | $6,467+17.9% | $5,630+35.4% | $6,690+14.0% |
| Admin fee / account holder | $160 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |