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 | $17,898 | $211,288-91.5% | $178,540-90.0% | $145,884-87.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.69% | 30.27%-12.6pp | 27.15%-9.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,883 | $4,574-58.8% | $3,953-52.4% | $4,662-59.6% |
| Participant deferral / active EE | $6,396 | $6,967-8.2% | $6,281+1.8% | $6,690-4.4% |
| Admin fee / account holder | $80 | $12,105-99.3% | $10,424-99.2% | $13,392-99.4% |