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 | $19,914 | $114,119-82.6% | $107,187-81.4% | $138,895-85.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.15% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,175 | $4,059-46.4% | $3,782-42.5% | $4,194-48.2% |
| Participant deferral / active EE | $3,802 | $5,538-31.3% | $5,096-25.4% | $6,396-40.6% |
| Admin fee / account holder | $18 | $10,024-99.8% | $9,162-99.8% | $12,562-99.9% |