Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,702 | $124,980-87.4% | $108,359-85.5% | $154,746-89.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.13% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,136 | $2,851-60.2% | $2,399-52.7% | $4,379-74.1% |
| Participant deferral / active EE | $3,839 | $4,743-19.1% | $4,137-7.2% | $6,730-43.0% |
| Admin fee / account holder | $193 | $11,502-98.3% | $9,741-98.0% | $14,365-98.7% |