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 | $20,605 | $77,449-73.4% | $69,483-70.3% | $152,909-86.5% |
| Participation rate | 95.8% | 78.1%+17.7pp | 74.6%+21.2pp | 82.5%+13.4pp |
| Annual return | 15.70% | 39.09%-23.4pp | 28.99%-13.3pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,343 | $3,316-59.5% | $2,780-51.7% | $4,764-71.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $217 | $6,210-96.5% | $3,841-94.4% | $11,601-98.1% |