Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,093 | $106,923-76.5% | $84,023-70.1% | $152,909-83.6% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 34.31% | 105.02%-70.7pp | 71.32%-37.0pp | 345.46%-311.2pp |
| Employer contribution / active EE | $4,094 | $2,735+49.7% | $1,984+106.4% | $4,764-14.1% |
| Participant deferral / active EE | $8,506 | $4,013+112.0% | $3,239+162.6% | $5,851+45.4% |
| Admin fee / account holder | $139 | $8,289-98.3% | $6,102-97.7% | $11,601-98.8% |