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 | $11,937 | $100,970-88.2% | $96,576-87.6% | $137,256-91.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.80% | 38.16%-16.4pp | 38.47%-16.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,325 | $3,809-65.2% | $3,553-62.7% | $4,156-68.1% |
| Participant deferral / active EE | $2,627 | $8,286-68.3% | $7,956-67.0% | $6,407-59.0% |
| Admin fee / account holder | $62 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |