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 | $17,461 | $160,040-89.1% | $147,096-88.1% | $145,877-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.31% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,438 | $5,289-53.9% | $4,936-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $6,140 | $8,429-27.2% | $8,071-23.9% | $6,691-8.2% |
| Admin fee / account holder | $25 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |