Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,623 | $107,666-84.6% | $102,184-83.7% | $154,746-89.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.39% | 29.33%-7.9pp | 31.58%-10.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $4,095 | $3,846+6.5% | $3,594+14.0% | $4,379-6.5% |
| Participant deferral / active EE | $12,848 | $8,719+47.4% | $8,309+54.6% | $6,730+90.9% |
| Admin fee / account holder | $60 | $12,943-99.5% | $11,609-99.5% | $14,365-99.6% |