Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,293 | $176,402-85.1% | $134,162-80.4% | $158,966-83.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.62% | 63.66%-54.0pp | 36.35%-26.7pp | 302.95%-293.3pp |
| Employer contribution / active EE | $419 | $5,042-91.7% | $3,705-88.7% | $4,762-91.2% |
| Participant deferral / active EE | $223 | $4,093-94.6% | $3,500-93.6% | $5,983-96.3% |
| Admin fee / account holder | $8 | $8,719-99.9% | $6,685-99.9% | $11,250-99.9% |