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 | $28,197 | $94,439-70.1% | $73,658-61.7% | $154,746-81.8% |
| Participation rate | 95.2% | 64.7%+30.6pp | 57.0%+38.2pp | 80.7%+14.5pp |
| Annual return | 15.27% | 28.25%-13.0pp | 29.72%-14.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $8,883 | $1,257+606.5% | $1,032+760.5% | $4,379+102.8% |
| Participant deferral / active EE | $3,714 | $2,527+47.0% | $2,062+80.1% | $6,730-44.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |