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 | $16,059 | $110,337-85.4% | $102,383-84.3% | $145,877-89.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,504 | $4,216-64.3% | $3,870-61.1% | $4,663-67.7% |
| Participant deferral / active EE | $2,465 | $5,621-56.2% | $5,060-51.3% | $6,691-63.2% |
| Admin fee / account holder | $117 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |