Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,058 | $183,592-84.7% | $155,567-82.0% | $145,959-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,470 | $5,315-72.3% | $4,674-68.6% | $4,661-68.5% |
| Participant deferral / active EE | $3,813 | $6,464-41.0% | $5,628-32.2% | $6,689-43.0% |
| Admin fee / account holder | $124 | $19,318-99.4% | $15,916-99.2% | $13,398-99.1% |