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 | $26,162 | $81,276-67.8% | $155,574-83.2% | $80,925-67.7% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 20.07% | 33.36%-13.3pp | 64.87%-44.8pp | 35.65%-15.6pp |
| Employer contribution / active EE | $4,108 | $3,103+32.4% | $4,676-12.1% | $2,756+49.0% |
| Participant deferral / active EE | $1,535 | $3,453-55.6% | $5,629-72.7% | $4,299-64.3% |
| Admin fee / account holder | $10 | $7,993-99.9% | $15,914-99.9% | $6,940-99.9% |