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 | $28,254 | $157,276-82.0% | $141,177-80.0% | $152,885-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.41% | 64.33%-36.9pp | 71.40%-44.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $1,282 | $5,262-75.6% | $4,736-72.9% | $4,763-73.1% |
| Participant deferral / active EE | $2,792 | $7,110-60.7% | $6,710-58.4% | $5,851-52.3% |
| Admin fee / account holder | $76 | $12,123-99.4% | $10,263-99.3% | $11,598-99.3% |