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 | $11,080 | $99,380-88.9% | $90,312-87.7% | $155,188-92.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 31.43% | 19.35%+12.1pp | 18.90%+12.5pp | 148.84%-117.4pp |
| Employer contribution / active EE | $1,992 | $2,390-16.6% | $2,243-11.2% | $4,248-53.1% |
| Participant deferral / active EE | $3,715 | $4,212-11.8% | $3,749-0.9% | $6,531-43.1% |
| Admin fee / account holder | $50 | $9,766-99.5% | $8,248-99.4% | $14,480-99.7% |