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 | $8,324 | $116,167-92.8% | $64,489-87.1% | $137,256-93.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 19.98% | 36.55%-16.6pp | 55.03%-35.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,548 | $2,483-37.6% | $1,523+1.6% | $4,156-62.8% |
| Participant deferral / active EE | $1,548 | $4,215-63.3% | $2,778-44.3% | $6,407-75.8% |
| Admin fee / account holder | $261 | $6,188-95.8% | $4,260-93.9% | $12,270-97.9% |