Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,989 | $115,225-86.1% | $100,712-84.1% | $138,895-88.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.93% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,133 | $2,771-23.0% | $2,313-7.8% | $4,194-49.1% |
| Participant deferral / active EE | $2,634 | $4,699-43.9% | $4,085-35.5% | $6,396-58.8% |
| Admin fee / account holder | $37 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |