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 | $13,011 | $110,337-88.2% | $102,383-87.3% | $145,877-91.1% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.69% | 24.83%-8.1pp | 24.94%-8.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $928 | $4,216-78.0% | $3,870-76.0% | $4,663-80.1% |
| Participant deferral / active EE | $4,275 | $5,621-23.9% | $5,060-15.5% | $6,691-36.1% |
| Admin fee / account holder | $71 | $9,750-99.3% | $8,391-99.2% | $13,402-99.5% |