Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,828 | $65,712-69.8% | $57,196-65.3% | $273,972-92.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.38% | 22.01%-12.6pp | 14.59%-5.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $6,819 | $3,280+107.9% | $2,683+154.2% | $4,869+40.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $102 | $4,838-97.9% | $3,141-96.8% | $10,133-99.0% |