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 | $17,443 | $148,629-88.3% | $135,982-87.2% | $139,487-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.69% | 79.33%-47.6pp | 68.32%-36.6pp | 373.84%-342.2pp |
| Employer contribution / active EE | $1,836 | $5,247-65.0% | $4,859-62.2% | $4,755-61.4% |
| Participant deferral / active EE | $8,093 | $8,102-0.1% | $7,760+4.3% | $6,713+20.6% |
| Admin fee / account holder | $86 | $12,406-99.3% | $10,767-99.2% | $11,407-99.2% |