Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,935 | $85,024-69.5% | $70,544-63.2% | $139,466-81.4% |
| Participation rate | 82.6% | 73.9%+8.7pp | 68.4%+14.3pp | 80.3%+2.3pp |
| Annual return | 18.85% | 30.39%-11.5pp | 32.79%-13.9pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,899 | $3,912-25.9% | $2,976-2.6% | $4,754-39.0% |
| Participant deferral / active EE | $4,789 | $5,891-18.7% | $4,568+4.8% | $6,712-28.6% |
| Admin fee / account holder | $166 | $8,928-98.1% | $6,427-97.4% | $11,409-98.5% |