Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,060 | $97,751-83.6% | $103,447-84.5% | $145,877-89.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.82% | 25.43%-5.6pp | 23.92%-4.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $2,039 | $4,684-56.5% | $4,678-56.4% | $4,663-56.3% |
| Participant deferral / active EE | $2,874 | $6,603-56.5% | $6,624-56.6% | $6,691-57.0% |
| Admin fee / account holder | $248 | $12,515-98.0% | $9,415-97.4% | $13,402-98.1% |