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 | $15,823 | $211,105-92.5% | $178,449-91.1% | $145,978-89.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 42.22% | 30.19%+12.0pp | 27.09%+15.1pp | 550.52%-508.3pp |
| Employer contribution / active EE | $1,793 | $4,569-60.8% | $3,951-54.6% | $4,662-61.5% |
| Participant deferral / active EE | $6,198 | $6,959-10.9% | $6,277-1.3% | $6,690-7.3% |
| Admin fee / account holder | $28 | $12,017-99.8% | $10,362-99.7% | $13,400-99.8% |