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 | $27,506 | $82,674-66.7% | $125,381-78.1% | $68,486-59.8% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | 19.06% | -5.97%+25.0pp | 572.31%-553.2pp | -7.85%+26.9pp |
| Employer contribution / active EE | $5,111 | $3,382+51.1% | $4,815+6.1% | $2,597+96.8% |
| Participant deferral / active EE | $13,520 | $6,111+121.2% | $7,448+81.5% | $4,028+235.7% |
| Admin fee / account holder | $2 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |