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 | $18,822 | $101,618-81.5% | $93,063-79.8% | $137,256-86.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.98% | 223.95%-206.0pp | 34.15%-16.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,092 | $2,707-59.7% | $2,476-55.9% | $4,156-73.7% |
| Participant deferral / active EE | $6,365 | $4,279+48.7% | $3,958+60.8% | $6,407-0.7% |
| Admin fee / account holder | $222 | $6,198-96.4% | $6,033-96.3% | $12,270-98.2% |