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 | $19,867 | $100,970-80.3% | $96,576-79.4% | $137,256-85.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 95.56% | 38.16%+57.4pp | 38.47%+57.1pp | 220.34%-124.8pp |
| Employer contribution / active EE | $2,838 | $3,809-25.5% | $3,553-20.1% | $4,156-31.7% |
| Participant deferral / active EE | $4,366 | $8,286-47.3% | $7,956-45.1% | $6,407-31.8% |
| Admin fee / account holder | $161 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |