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 | $13,115 | $94,749-86.2% | $112,899-88.4% | $139,466-90.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.44% | 40.92%-20.5pp | 34.11%-13.7pp | 373.66%-353.2pp |
| Employer contribution / active EE | $5,040 | $4,630+8.8% | $4,566+10.4% | $4,754+6.0% |
| Participant deferral / active EE | $5,040 | $6,517-22.7% | $6,516-22.7% | $6,712-24.9% |
| Admin fee / account holder | $56 | $8,530-99.3% | $7,047-99.2% | $11,409-99.5% |