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 | $26,599 | $72,492-63.3% | $87,104-69.5% | $72,975-63.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.17% | 24.46%-4.3pp | 28.19%-8.0pp | 81.01%-60.8pp |
| Employer contribution / active EE | $3,874 | $1,894+104.6% | $2,521+53.7% | $2,440+58.8% |
| Participant deferral / active EE | $3,001 | $3,270-8.2% | $4,048-25.9% | $3,608-16.8% |
| Admin fee / account holder | $130 | $5,055-97.4% | $7,491-98.3% | $5,124-97.5% |