Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,855 | $149,040-89.4% | $120,225-86.8% | $137,256-88.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.45% | 605.68%-588.2pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,362 | $4,350-45.7% | $3,475-32.1% | $4,156-43.2% |
| Participant deferral / active EE | $3,882 | $4,655-16.6% | $3,999-2.9% | $6,407-39.4% |
| Admin fee / account holder | $233 | $6,348-96.3% | $5,696-95.9% | $12,270-98.1% |