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 | $28,859 | $82,674-65.1% | $125,381-77.0% | $68,486-57.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 7.39% | -5.97%+13.4pp | 572.31%-564.9pp | -7.85%+15.2pp |
| Employer contribution / active EE | $3,823 | $3,382+13.0% | $4,815-20.6% | $2,597+47.2% |
| Participant deferral / active EE | $4,036 | $6,111-34.0% | $7,448-45.8% | $4,028+0.2% |
| Admin fee / account holder | $148 | $6,277-97.6% | $10,007-98.5% | $5,404-97.3% |