Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,836 | $77,817-70.7% | $123,553-81.5% | $64,173-64.4% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.5pp | 69.6%+17.2pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,877 | $3,014-37.7% | $4,628-59.4% | $2,381-21.2% |
| Participant deferral / active EE | $3,555 | $5,240-32.2% | $6,426-44.7% | $3,470+2.4% |
| Admin fee / account holder | $51 | $5,519-99.1% | $9,284-99.5% | $4,887-99.0% |