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 | $20,054 | $175,257-88.6% | $149,717-86.6% | $139,456-85.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.07% | 166.70%-142.6pp | 134.41%-110.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $5,794 | $5,477+5.8% | $4,820+20.2% | $4,753+21.9% |
| Participant deferral / active EE | $9,771 | $6,521+49.8% | $5,682+72.0% | $6,711+45.6% |
| Admin fee / account holder | $118 | $16,156-99.3% | $13,213-99.1% | $11,407-99.0% |