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 | $22,643 | $89,367-74.7% | $141,191-84.0% | $72,975-69.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.21% | 111.87%-82.7pp | 71.41%-42.2pp | 81.01%-51.8pp |
| Employer contribution / active EE | $3,393 | $3,115+8.9% | $4,736-28.4% | $2,440+39.0% |
| Participant deferral / active EE | $5,403 | $5,419-0.3% | $6,710-19.5% | $3,608+49.8% |
| Admin fee / account holder | $3 | $5,957-99.9% | $10,264-100.0% | $5,124-99.9% |