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 | $15,969 | $97,125-83.6% | $86,233-81.5% | $137,256-88.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.79% | 74.19%-47.4pp | 61.39%-34.6pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,286 | $2,841-19.6% | $2,504-8.7% | $4,156-45.0% |
| Participant deferral / active EE | $4,315 | $5,180-16.7% | $4,559-5.4% | $6,407-32.7% |
| Admin fee / account holder | $66 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |