Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,926 | $100,970-86.2% | $96,576-85.6% | $137,256-89.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.84% | 38.16%-15.3pp | 38.47%-15.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,892 | $3,809-24.1% | $3,553-18.6% | $4,156-30.4% |
| Participant deferral / active EE | $6,161 | $8,286-25.6% | $7,956-22.6% | $6,407-3.8% |
| Admin fee / account holder | $145 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |