Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,986 | $110,410-88.2% | $102,437-87.3% | $145,897-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.34% | 24.85%+1.5pp | 24.95%+1.4pp | 552.29%-525.9pp |
| Employer contribution / active EE | $1,569 | $4,217-62.8% | $3,871-59.5% | $4,663-66.4% |
| Participant deferral / active EE | $3,834 | $5,622-31.8% | $5,060-24.2% | $6,689-42.7% |
| Admin fee / account holder | $33 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |