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 | $26,960 | $148,623-81.9% | $135,974-80.2% | $139,466-80.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.56% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $9,537 | $5,246+81.8% | $4,859+96.3% | $4,754+100.6% |
| Participant deferral / active EE | $4,911 | $8,103-39.4% | $7,760-36.7% | $6,712-26.8% |
| Admin fee / account holder | $109 | $12,406-99.1% | $10,767-99.0% | $11,409-99.0% |