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 | $19,413 | $126,661-84.7% | $113,397-82.9% | $138,895-86.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.84% | 25.05%-13.2pp | 23.20%-11.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $5,844 | $3,456+69.1% | $2,977+96.3% | $4,194+39.3% |
| Participant deferral / active EE | $5,259 | $5,693-7.6% | $5,076+3.6% | $6,396-17.8% |
| Admin fee / account holder | $150 | $14,549-99.0% | $11,957-98.7% | $12,562-98.8% |