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 | $12,524 | $99,053-87.4% | $88,179-85.8% | $138,895-91.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.40% | 78.17%-59.8pp | 64.97%-46.6pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,339 | $2,882-53.5% | $2,549-47.5% | $4,194-68.1% |
| Participant deferral / active EE | $2,344 | $5,225-55.2% | $4,614-49.2% | $6,396-63.4% |
| Admin fee / account holder | $74 | $8,748-99.2% | $7,673-99.0% | $12,562-99.4% |