Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,794 | $51,604-26.8% | $129,295-70.8% | $80,874-53.3% |
| Participation rate | 87.2% | 57.0%+30.2pp | 69.6%+17.6pp | 67.6%+19.5pp |
| Annual return | 15.37% | 20.76%-5.4pp | 9429.28%-9413.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,811 | $1,585+14.3% | $4,157-56.4% | $2,756-34.3% |
| Participant deferral / active EE | $2,897 | $2,670+8.5% | $4,169-30.5% | $4,297-32.6% |
| Admin fee / account holder | $17 | $4,310-99.6% | $7,665-99.8% | $6,935-99.8% |