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 | $21,644 | $114,013-81.0% | $103,693-79.1% | $155,188-86.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.18% | 49.31%-31.1pp | 47.61%-29.4pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,176 | $3,131-30.5% | $2,920-25.5% | $4,248-48.8% |
| Participant deferral / active EE | $7,204 | $4,970+44.9% | $4,579+57.3% | $6,531+10.3% |
| Admin fee / account holder | $224 | $8,407-97.3% | $7,858-97.2% | $14,480-98.5% |