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 | $17,893 | $99,345-82.0% | $84,753-78.9% | $273,972-93.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.09% | 22.93%-9.8pp | 22.78%-9.7pp | 41.46%-28.4pp |
| Employer contribution / active EE | $10,718 | $4,214+154.3% | $3,574+199.8% | $4,869+120.1% |
| Participant deferral / active EE | $5,253 | $4,270+23.0% | $3,712+41.5% | $5,287-0.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |