Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,451 | $115,903-83.2% | $100,528-80.7% | $158,966-87.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.89% | 34.80%-19.9pp | 30.90%-16.0pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,101 | $4,105-24.5% | $3,419-9.3% | $4,762-34.9% |
| Participant deferral / active EE | $3,419 | $6,677-48.8% | $6,271-45.5% | $5,983-42.9% |
| Admin fee / account holder | $175 | $11,000-98.4% | $8,084-97.8% | $11,250-98.4% |