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 | $27,554 | $93,598-70.6% | $135,974-79.7% | $75,173-63.3% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 67.2%+13.3pp |
| Annual return | 23.28% | 30.89%-7.6pp | 68.30%-45.0pp | 160.72%-137.4pp |
| Employer contribution / active EE | $1,942 | $3,538-45.1% | $4,859-60.0% | $2,671-27.3% |
| Participant deferral / active EE | $4,002 | $6,405-37.5% | $7,760-48.4% | $4,126-3.0% |
| Admin fee / account holder | $140 | $6,978-98.0% | $10,767-98.7% | $5,651-97.5% |