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 | $16,952 | $110,410-84.6% | $102,437-83.5% | $145,897-88.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.64% | 24.85%-13.2pp | 24.95%-13.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,402 | $4,217-19.3% | $3,871-12.1% | $4,663-27.0% |
| Participant deferral / active EE | $10,528 | $5,622+87.3% | $5,060+108.1% | $6,689+57.4% |
| Admin fee / account holder | $23 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |