Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,614 | $98,240-74.9% | $82,312-70.1% | $147,586-83.3% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 18.34% | 30.85%-12.5pp | 25.88%-7.5pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,724 | $3,192-46.0% | $2,428-29.0% | $4,876-64.6% |
| Participant deferral / active EE | $5,950 | $4,383+35.7% | $3,706+60.5% | $5,439+9.4% |
| Admin fee / account holder | $275 | $8,563-96.8% | $5,608-95.1% | $10,886-97.5% |