Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,132 | $48,337-60.4% | $67,560-71.7% | $80,959-76.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.52% | 18.26%-5.7pp | 3533.50%-3521.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,144 | $2,023-43.5% | $2,737-58.2% | $2,757-58.5% |
| Participant deferral / active EE | $1,627 | $2,928-44.4% | $4,004-59.4% | $4,300-62.2% |
| Admin fee / account holder | $140 | $3,695-96.2% | $3,994-96.5% | $6,925-98.0% |