Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,215 | $148,582-85.7% | $135,942-84.4% | $139,456-84.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.83% | 79.26%-53.4pp | 68.28%-42.4pp | 373.45%-347.6pp |
| Employer contribution / active EE | $2,112 | $5,245-59.7% | $4,858-56.5% | $4,753-55.6% |
| Participant deferral / active EE | $5,856 | $8,101-27.7% | $7,759-24.5% | $6,711-12.7% |
| Admin fee / account holder | $24 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |