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 | $17,644 | $159,934-89.0% | $147,005-88.0% | $145,959-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.32% | 98.24%-75.9pp | 418.76%-396.4pp | 561.95%-539.6pp |
| Employer contribution / active EE | $1,820 | $5,287-65.6% | $4,934-63.1% | $4,661-61.0% |
| Participant deferral / active EE | $3,120 | $8,427-63.0% | $8,070-61.3% | $6,689-53.4% |
| Admin fee / account holder | $84 | $15,053-99.4% | $13,006-99.4% | $13,398-99.4% |