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 | $14,467 | $114,013-87.3% | $103,693-86.0% | $155,188-90.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 41.14% | 49.31%-8.2pp | 47.61%-6.5pp | 148.84%-107.7pp |
| Employer contribution / active EE | $2,061 | $3,131-34.2% | $2,920-29.4% | $4,248-51.5% |
| Participant deferral / active EE | $6,677 | $4,970+34.4% | $4,579+45.8% | $6,531+2.2% |
| Admin fee / account holder | $74 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |