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 | $13,130 | $110,379-88.1% | $102,412-87.2% | $145,884-91.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,236 | $4,216-47.0% | $3,870-42.2% | $4,662-52.0% |
| Participant deferral / active EE | $6,010 | $5,622+6.9% | $5,060+18.8% | $6,690-10.2% |
| Admin fee / account holder | $174 | $9,745-98.2% | $8,388-97.9% | $13,392-98.7% |