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 | $11,655 | $103,949-88.8% | $69,182-83.2% | $273,972-95.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.47% | 35.28%-31.8pp | -21.93%+25.4pp | 41.46%-38.0pp |
| Employer contribution / active EE | $6,193 | $1,783+247.3% | $1,206+413.4% | $4,869+27.2% |
| Participant deferral / active EE | $848 | $2,716-68.8% | $1,897-55.3% | $5,287-84.0% |
| Admin fee / account holder | $67 | $3,671-98.2% | $2,697-97.5% | $10,133-99.3% |