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 | $19,695 | $106,588-81.5% | $94,215-79.1% | $155,188-87.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 19.85% | 29.39%-9.5pp | 28.22%-8.4pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,061 | $3,080-65.5% | $2,675-60.3% | $4,248-75.0% |
| Participant deferral / active EE | $2,263 | $4,802-52.9% | $4,276-47.1% | $6,531-65.4% |
| Admin fee / account holder | $41 | $12,281-99.7% | $10,216-99.6% | $14,480-99.7% |