Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,525 | $108,285-84.7% | $77,552-78.7% | $158,982-89.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.43% | 31.69%-12.3pp | 54.82%-35.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $4,679 | $1,325+253.1% | $987+374.2% | $4,763-1.8% |
| Participant deferral / active EE | $4,613 | $2,455+87.9% | $1,861+147.9% | $5,983-22.9% |
| Admin fee / account holder | $102 | $3,709-97.2% | $2,859-96.4% | $11,252-99.1% |