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 | $13,617 | $122,962-88.9% | $71,585-81.0% | $138,895-90.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 15.61% | 37.84%-22.2pp | 59.26%-43.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,449 | $2,620-44.7% | $1,669-13.2% | $4,194-65.5% |
| Participant deferral / active EE | $2,679 | $4,311-37.9% | $2,923-8.3% | $6,396-58.1% |
| Admin fee / account holder | $11 | $6,488-99.8% | $4,712-99.8% | $12,562-99.9% |