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 | $24,554 | $107,030-77.1% | $73,550-66.6% | $147,586-83.4% |
| Participation rate | 72.7% | 66.4%+6.4pp | 54.9%+17.8pp | 82.8%-10.1pp |
| Annual return | 21.38% | 38.25%-16.9pp | -15.16%+36.5pp | 578.59%-557.2pp |
| Employer contribution / active EE | $1,269 | $1,760-27.9% | $1,219+4.1% | $4,876-74.0% |
| Participant deferral / active EE | $4,260 | $2,458+73.3% | $1,804+136.1% | $5,439-21.7% |
| Admin fee / account holder | $243 | $3,055-92.0% | $2,320-89.5% | $10,886-97.8% |