Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,631 | $100,203-71.4% | $85,240-66.4% | $145,897-80.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.05% | 84.28%-69.2pp | 66.75%-51.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,757 | $3,242-45.8% | $2,735-35.8% | $4,663-62.3% |
| Participant deferral / active EE | $7,422 | $5,299+40.1% | $4,527+63.9% | $6,689+11.0% |
| Admin fee / account holder | $165 | $7,265-97.7% | $6,165-97.3% | $13,390-98.8% |