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 | $12,957 | $114,013-88.6% | $103,693-87.5% | $155,188-91.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.97% | 49.31%-31.3pp | 47.61%-29.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,261 | $3,131-59.7% | $2,920-56.8% | $4,248-70.3% |
| Participant deferral / active EE | $3,986 | $4,970-19.8% | $4,579-13.0% | $6,531-39.0% |
| Admin fee / account holder | $73 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |