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 | $11,990 | $81,331-85.3% | $155,534-92.3% | $80,935-85.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.34% | 33.37%-21.0pp | 64.92%-52.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $3,286 | $3,105+5.8% | $4,675-29.7% | $2,757+19.2% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $293 | $7,999-96.3% | $15,900-98.2% | $6,924-95.8% |