Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,236 | $93,064-82.6% | $74,577-78.2% | $273,970-94.1% |
| Participation rate | 91.7% | 74.9%+16.7pp | 68.1%+23.6pp | 83.0%+8.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,006 | $3,160+58.4% | $2,525+98.2% | $4,869+2.8% |
| Participant deferral / active EE | $8,150 | $4,160+95.9% | $3,458+135.7% | $5,287+54.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,132-100.0% |