Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,949 | $124,425-85.6% | $112,040-84.0% | $137,256-86.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.06% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,064 | $3,411-39.5% | $2,954-30.1% | $4,156-50.3% |
| Participant deferral / active EE | $2,802 | $5,718-51.0% | $5,098-45.0% | $6,407-56.3% |
| Admin fee / account holder | $80 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |