Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,480 | $106,280-76.0% | $96,538-73.6% | $139,487-81.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.20% | 38.48%-18.3pp | 35.74%-15.5pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,241 | $4,107-45.4% | $3,740-40.1% | $4,755-52.9% |
| Participant deferral / active EE | $4,222 | $5,457-22.6% | $4,880-13.5% | $6,713-37.1% |
| Admin fee / account holder | $18 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |