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 | $21,977 | $100,901-78.2% | $75,501-70.9% | $147,585-85.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.4%+2.6pp | 82.8%-7.8pp |
| Annual return | 15.03% | 35.78%-20.7pp | 27.35%-12.3pp | 578.58%-563.6pp |
| Employer contribution / active EE | $3,576 | $3,253+9.9% | $2,352+52.1% | $4,876-26.7% |
| Participant deferral / active EE | $6,219 | $4,027+54.4% | $3,142+97.9% | $5,439+14.4% |
| Admin fee / account holder | $142 | $11,285-98.7% | $5,801-97.6% | $10,886-98.7% |