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 | $25,338 | $99,652-74.6% | $78,778-67.8% | $147,586-82.8% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 23.07% | 47.28%-24.2pp | 35.62%-12.6pp | 578.59%-555.5pp |
| Employer contribution / active EE | $2,245 | $2,796-19.7% | $1,986+13.1% | $4,876-54.0% |
| Participant deferral / active EE | $3,778 | $3,664+3.1% | $2,958+27.7% | $5,439-30.5% |
| Admin fee / account holder | $217 | $7,155-97.0% | $5,134-95.8% | $10,886-98.0% |