Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,453 | $90,486-85.1% | $78,676-82.9% | $273,972-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.78% | 75.62%-66.8pp | 62.19%-53.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $4,391 | $3,175+38.3% | $2,850+54.1% | $4,869-9.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |