Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,404 | $73,848-76.4% | $143,799-87.9% | $68,486-74.6% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | 162.82% | 0.91%+161.9pp | -0.04%+162.9pp | -7.85%+170.7pp |
| Employer contribution / active EE | $1,554 | $3,184-51.2% | $4,952-68.6% | $2,597-40.1% |
| Participant deferral / active EE | $7,417 | $3,385+119.1% | $5,638+31.5% | $4,028+84.2% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |