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 | $24,861 | $117,829-78.9% | $102,423-75.7% | $145,877-83.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 14.88% | 31.83%-16.9pp | 29.42%-14.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,591 | $3,615-56.0% | $3,023-47.4% | $4,663-65.9% |
| Participant deferral / active EE | $3,626 | $5,732-36.8% | $5,054-28.3% | $6,691-45.8% |
| Admin fee / account holder | $21 | $13,335-99.8% | $9,455-99.8% | $13,402-99.8% |