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 | $20,136 | $93,346-78.4% | $71,796-72.0% | $273,972-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.52% | 130.39%-118.9pp | 78.04%-66.5pp | 41.46%-29.9pp |
| Employer contribution / active EE | $1,395 | $2,733-49.0% | $1,924-27.5% | $4,869-71.4% |
| Participant deferral / active EE | $1,395 | $3,475-59.9% | $2,794-50.1% | $5,287-73.6% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |