Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,808 | $110,410-86.6% | $102,437-85.5% | $145,897-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.08% | 24.85%-7.8pp | 24.95%-7.9pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,121 | $4,217-49.7% | $3,871-45.2% | $4,663-54.5% |
| Participant deferral / active EE | $4,447 | $5,622-20.9% | $5,060-12.1% | $6,689-33.5% |
| Admin fee / account holder | $67 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |