Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,158 | $88,702-72.8% | $81,780-70.5% | $145,978-83.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.03% | 1029.12%-1012.1pp | 776.27%-759.2pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,045 | $3,084-66.1% | $2,914-64.2% | $4,662-77.6% |
| Participant deferral / active EE | $4,463 | $4,645-3.9% | $4,321+3.3% | $6,690-33.3% |
| Admin fee / account holder | $112 | $8,414-98.7% | $7,384-98.5% | $13,400-99.2% |