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 | $13,019 | $110,410-88.2% | $102,437-87.3% | $145,897-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.32% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,562 | $4,217-63.0% | $3,871-59.6% | $4,663-66.5% |
| Participant deferral / active EE | $4,453 | $5,622-20.8% | $5,060-12.0% | $6,689-33.4% |
| Admin fee / account holder | $111 | $9,745-98.9% | $8,388-98.7% | $13,390-99.2% |