Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,900 | $83,337-67.7% | $67,834-60.3% | $273,972-90.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.54% | 259.45%-251.9pp | 138.47%-130.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,436 | $3,287-56.3% | $2,403-40.2% | $4,869-70.5% |
| Participant deferral / active EE | $10,782 | $4,088+163.7% | $3,160+241.2% | $5,287+103.9% |
| Admin fee / account holder | $71 | $6,752-99.0% | $4,622-98.5% | $10,133-99.3% |