Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,085 | $105,856-82.0% | $90,161-78.8% | $147,586-87.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.51% | 37.63%-24.1pp | 34.89%-21.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,750 | $4,126-57.6% | $3,318-47.3% | $4,876-64.1% |
| Participant deferral / active EE | $2,947 | $5,733-48.6% | $5,287-44.3% | $5,439-45.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |