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 | $16,219 | $154,228-89.5% | $145,433-88.8% | $137,256-88.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.24% | 74.59%-50.4pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,735 | $4,804-43.1% | $4,554-39.9% | $4,156-34.2% |
| Participant deferral / active EE | $5,743 | $8,216-30.1% | $7,897-27.3% | $6,407-10.4% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |