Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,581 | $93,064-79.0% | $74,577-73.7% | $273,972-92.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.08% | 26.18%-14.1pp | 20.47%-8.4pp | 41.46%-29.4pp |
| Employer contribution / active EE | $11,520 | $3,160+264.6% | $2,525+356.2% | $4,869+136.6% |
| Participant deferral / active EE | $4,369 | $4,160+5.0% | $3,458+26.3% | $5,287-17.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |