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 | $19,178 | $181,062-89.4% | $158,223-87.9% | $155,188-87.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.49% | 57.39%-36.9pp | 52.09%-31.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,104 | $4,565-53.9% | $4,109-48.8% | $4,248-50.5% |
| Participant deferral / active EE | $4,537 | $6,134-26.0% | $5,467-17.0% | $6,531-30.5% |
| Admin fee / account holder | $30 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |