Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,861 | $90,504-77.0% | $78,690-73.5% | $273,965-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.88% | 75.61%-63.7pp | 62.18%-50.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,130 | $3,901+31.5% | $3,517+45.9% | $5,287-3.0% |
| Admin fee / account holder | $40 | $5,263-99.2% | $4,511-99.1% | $10,132-99.6% |