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 | $16,803 | $155,555-89.2% | $146,866-88.6% | $155,188-89.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.42% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,470 | $4,647-68.4% | $4,425-66.8% | $4,248-65.4% |
| Participant deferral / active EE | $5,677 | $8,044-29.4% | $7,759-26.8% | $6,531-13.1% |
| Admin fee / account holder | $24 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |