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 | $13,330 | $162,529-91.8% | $130,788-89.8% | $154,746-91.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.34% | 510.48%-494.1pp | 386.44%-370.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,395 | $4,447-68.6% | $3,558-60.8% | $4,379-68.1% |
| Participant deferral / active EE | $2,093 | $4,808-56.5% | $4,137-49.4% | $6,730-68.9% |
| Admin fee / account holder | $52 | $7,669-99.3% | $6,673-99.2% | $14,365-99.6% |