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 | $19,217 | $110,410-82.6% | $102,437-81.2% | $145,897-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.40% | 24.85%-9.4pp | 24.95%-9.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,028 | $4,217-51.9% | $3,871-47.6% | $4,663-56.5% |
| Participant deferral / active EE | $2,898 | $5,622-48.4% | $5,060-42.7% | $6,689-56.7% |
| Admin fee / account holder | $47 | $9,745-99.5% | $8,388-99.4% | $13,390-99.7% |