Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,384 | $165,351-85.9% | $149,710-84.4% | $158,931-85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.67% | 348.19%-331.5pp | 276.63%-260.0pp | 302.86%-286.2pp |
| Employer contribution / active EE | $2,815 | $5,103-44.8% | $4,645-39.4% | $4,761-40.9% |
| Participant deferral / active EE | $4,931 | $7,181-31.3% | $6,842-27.9% | $5,982-17.6% |
| Admin fee / account holder | $98 | $10,807-99.1% | $9,309-98.9% | $11,247-99.1% |