Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,185 | $81,358-66.6% | $155,556-82.5% | $80,959-66.4% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 16.63% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $4,606 | $3,106+48.3% | $4,675-1.5% | $2,757+67.1% |
| Participant deferral / active EE | $1,583 | $3,455-54.2% | $5,631-71.9% | $4,300-63.2% |
| Admin fee / account holder | $286 | $7,994-96.4% | $15,885-98.2% | $6,925-95.9% |