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 | $12,782 | $110,278-88.4% | $95,740-86.6% | $139,466-90.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.35% | 27.19%+10.2pp | 28.41%+8.9pp | 373.66%-336.3pp |
| Employer contribution / active EE | $2,206 | $3,260-32.3% | $2,836-22.2% | $4,754-53.6% |
| Participant deferral / active EE | $5,488 | $4,674+17.4% | $4,244+29.3% | $6,712-18.2% |
| Admin fee / account holder | $111 | $6,613-98.3% | $5,676-98.1% | $11,409-99.0% |