Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,673 | $111,814-77.0% | $103,374-75.2% | $145,959-82.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.63% | 24.77%-7.1pp | 24.89%-7.3pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,779 | $4,214-34.1% | $3,869-28.2% | $4,661-40.4% |
| Participant deferral / active EE | $9,560 | $5,618+70.2% | $5,058+89.0% | $6,689+42.9% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |