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 | $15,721 | $84,236-81.3% | $170,435-90.8% | $70,126-77.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.75% | 23.06%-1.3pp | 205.94%-184.2pp | 73.15%-51.4pp |
| Employer contribution / active EE | $3,242 | $3,387-4.3% | $5,432-40.3% | $2,343+38.4% |
| Participant deferral / active EE | $2,866 | $3,086-7.1% | $4,939-42.0% | $3,332-14.0% |
| Admin fee / account holder | $166 | $5,698-97.1% | $13,881-98.8% | $4,645-96.4% |