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 | $8,921 | $97,125-90.8% | $86,233-89.7% | $137,256-93.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 33.35% | 74.19%-40.8pp | 61.39%-28.0pp | 220.34%-187.0pp |
| Employer contribution / active EE | $854 | $2,841-70.0% | $2,504-65.9% | $4,156-79.5% |
| Participant deferral / active EE | $3,541 | $5,180-31.6% | $4,559-22.3% | $6,407-44.7% |
| Admin fee / account holder | $39 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |