Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,144 | $94,439-90.3% | $73,658-87.6% | $154,746-94.1% |
| Participation rate | 70.8% | 64.7%+6.2pp | 57.0%+13.8pp | 80.7%-9.9pp |
| Annual return | 23.75% | 28.25%-4.5pp | 29.72%-6.0pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,077 | $1,257-14.3% | $1,032+4.4% | $4,379-75.4% |
| Participant deferral / active EE | $1,540 | $2,527-39.1% | $2,062-25.3% | $6,730-77.1% |
| Admin fee / account holder | $24 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |