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 | $23,182 | $88,672-73.9% | $105,223-78.0% | $82,448-71.9% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 22.50% | 30.86%-8.4pp | 180.65%-158.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,680 | $3,048-44.9% | $3,689-54.5% | $2,551-34.1% |
| Participant deferral / active EE | $2,511 | $4,036-37.8% | $5,072-50.5% | $4,139-39.3% |
| Admin fee / account holder | $127 | $7,146-98.2% | $8,859-98.6% | $7,234-98.2% |