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 | $9,399 | $107,809-91.3% | $97,032-90.3% | $155,188-93.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.32% | 38.06%-17.7pp | 35.38%-15.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,199 | $2,911-58.8% | $2,629-54.4% | $4,248-71.8% |
| Participant deferral / active EE | $2,552 | $5,129-50.2% | $4,672-45.4% | $6,531-60.9% |
| Admin fee / account holder | $25 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |