Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,402 | $39,028-75.9% | $80,741-88.4% | $85,847-89.0% |
| Participation rate | 94.7% | 41.6%+53.2pp | 54.2%+40.6pp | 69.3%+25.4pp |
| Annual return | 16.74% | 26.31%-9.6pp | 87.30%-70.6pp | 318.61%-301.9pp |
| Employer contribution / active EE | $750 | $722+3.9% | $1,160-35.3% | $2,565-70.8% |
| Participant deferral / active EE | $1,668 | $1,326+25.8% | $2,145-22.2% | $3,952-57.8% |
| Admin fee / account holder | $228 | $2,429-90.6% | $3,380-93.3% | $6,261-96.4% |