Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,777 | $182,442-84.8% | $163,379-83.0% | $138,895-80.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.04% | 72.74%-53.7pp | 63.41%-44.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,456 | $4,159-65.0% | $3,752-61.2% | $4,194-65.3% |
| Participant deferral / active EE | $3,445 | $6,817-49.5% | $6,282-45.2% | $6,396-46.1% |
| Admin fee / account holder | $208 | $10,396-98.0% | $9,818-97.9% | $12,562-98.3% |