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 | $15,293 | $101,618-85.0% | $93,063-83.6% | $137,256-88.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.88% | 223.95%-203.1pp | 34.15%-13.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $942 | $2,707-65.2% | $2,476-61.9% | $4,156-77.3% |
| Participant deferral / active EE | $2,682 | $4,279-37.3% | $3,958-32.2% | $6,407-58.1% |
| Admin fee / account holder | $86 | $6,198-98.6% | $6,033-98.6% | $12,270-99.3% |