Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,513 | $169,361-93.2% | $129,397-91.1% | $145,877-92.1% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 13.07% | 14395.54%-14382.5pp | 9453.98%-9440.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,536 | $5,542-72.3% | $4,154-63.0% | $4,663-67.1% |
| Participant deferral / active EE | $2,706 | $4,987-45.7% | $4,167-35.1% | $6,691-59.6% |
| Admin fee / account holder | $170 | $9,903-98.3% | $7,679-97.8% | $13,402-98.7% |