Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,143 | $99,053-76.6% | $88,179-73.8% | $138,895-83.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.13% | 78.17%-56.0pp | 64.97%-42.8pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,351 | $2,882-53.1% | $2,549-47.0% | $4,194-67.8% |
| Participant deferral / active EE | $1,723 | $5,225-67.0% | $4,614-62.7% | $6,396-73.1% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |