Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,845 | $51,222-57.4% | $70,544-69.0% | $75,173-70.9% |
| Participation rate | 86.2% | 61.0%+25.2pp | 68.4%+17.9pp | 67.2%+19.0pp |
| Annual return | 27.75% | 30.06%-2.3pp | 32.79%-5.0pp | 160.72%-133.0pp |
| Employer contribution / active EE | $1,997 | $1,827+9.3% | $2,976-32.9% | $2,671-25.2% |
| Participant deferral / active EE | $3,215 | $2,850+12.8% | $4,568-29.6% | $4,126-22.1% |
| Admin fee / account holder | $171 | $4,096-95.8% | $6,427-97.3% | $5,651-97.0% |