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 | $22,154 | $172,111-87.1% | $150,298-85.3% | $137,256-83.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.96% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,424 | $4,636-47.7% | $4,154-41.6% | $4,156-41.7% |
| Participant deferral / active EE | $2,634 | $6,166-57.3% | $5,453-51.7% | $6,407-58.9% |
| Admin fee / account holder | $44 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |