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 | $27,725 | $232,540-88.1% | $185,117-85.0% | $147,586-81.2% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 20.00% | 43.03%-23.0pp | 40.50%-20.5pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,762 | $5,195-46.8% | $4,182-34.0% | $4,876-43.4% |
| Participant deferral / active EE | $5,572 | $5,834-4.5% | $5,045+10.4% | $5,439+2.4% |
| Admin fee / account holder | $4 | $10,275-100.0% | $8,159-99.9% | $10,886-100.0% |