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 | $14,793 | $100,147-85.2% | $81,286-81.8% | $145,877-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 34.44%-20.7pp | 24.80%-11.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,025 | $2,977-32.0% | $2,463-17.8% | $4,663-56.6% |
| Participant deferral / active EE | $1,626 | $4,607-64.7% | $3,883-58.1% | $6,691-75.7% |
| Admin fee / account holder | $14 | $8,201-99.8% | $5,764-99.8% | $13,402-99.9% |