Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,013 | $81,358-85.2% | $155,556-92.3% | $80,959-85.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.51% | 33.39%-19.9pp | 64.84%-51.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,771 | $3,106-10.8% | $4,675-40.7% | $2,757+0.5% |
| Participant deferral / active EE | $2,105 | $3,455-39.1% | $5,631-62.6% | $4,300-51.0% |
| Admin fee / account holder | $255 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |