Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,479 | $107,809-87.5% | $97,032-86.1% | $155,188-91.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 26.84% | 38.06%-11.2pp | 35.38%-8.5pp | 148.84%-122.0pp |
| Employer contribution / active EE | $1,721 | $2,911-40.9% | $2,629-34.5% | $4,248-59.5% |
| Participant deferral / active EE | $4,873 | $5,129-5.0% | $4,672+4.3% | $6,531-25.4% |
| Admin fee / account holder | $206 | $10,717-98.1% | $9,418-97.8% | $14,480-98.6% |