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 | $16,883 | $156,398-89.2% | $147,318-88.5% | $138,895-87.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 28.35% | 78.75%-50.4pp | 70.43%-42.1pp | 145.39%-117.0pp |
| Employer contribution / active EE | $2,777 | $4,853-42.8% | $4,593-39.5% | $4,194-33.8% |
| Participant deferral / active EE | $6,092 | $8,237-26.0% | $7,906-22.9% | $6,396-4.8% |
| Admin fee / account holder | $30 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |