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 | $26,715 | $148,629-82.0% | $135,982-80.4% | $139,487-80.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.87% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $3,397 | $5,247-35.2% | $4,859-30.1% | $4,755-28.5% |
| Participant deferral / active EE | $4,334 | $8,102-46.5% | $7,760-44.2% | $6,713-35.4% |
| Admin fee / account holder | $65 | $12,406-99.5% | $10,767-99.4% | $11,407-99.4% |