Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,088 | $89,370-71.9% | $141,197-82.2% | $72,976-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.46% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.6pp |
| Employer contribution / active EE | $3,985 | $3,115+27.9% | $4,736-15.9% | $2,440+63.3% |
| Participant deferral / active EE | $3,519 | $5,419-35.1% | $6,710-47.6% | $3,608-2.5% |
| Admin fee / account holder | $172 | $5,957-97.1% | $10,265-98.3% | $5,124-96.6% |