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 | $17,944 | $155,555-88.5% | $146,866-87.8% | $155,188-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.76% | 115.41%-91.7pp | 102.85%-79.1pp | 148.84%-125.1pp |
| Employer contribution / active EE | $2,264 | $4,647-51.3% | $4,425-48.8% | $4,248-46.7% |
| Participant deferral / active EE | $2,915 | $8,044-63.8% | $7,759-62.4% | $6,531-55.4% |
| Admin fee / account holder | $21 | $14,755-99.9% | $13,620-99.8% | $14,480-99.9% |