Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,949 | $174,379-90.9% | $152,093-89.5% | $138,895-88.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.25% | 74.86%-53.6pp | 66.36%-45.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,527 | $4,652-67.2% | $4,175-63.4% | $4,194-63.6% |
| Participant deferral / active EE | $2,468 | $6,159-59.9% | $5,451-54.7% | $6,396-61.4% |
| Admin fee / account holder | $15 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |