Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,246 | $77,908-66.3% | $149,696-82.5% | $75,173-65.1% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 23.63% | 31.73%-8.1pp | 134.46%-110.8pp | 160.72%-137.1pp |
| Employer contribution / active EE | $3,283 | $3,138+4.6% | $4,821-31.9% | $2,671+22.9% |
| Participant deferral / active EE | $4,216 | $3,411+23.6% | $5,682-25.8% | $4,126+2.2% |
| Admin fee / account holder | $268 | $5,950-95.5% | $13,212-98.0% | $5,651-95.3% |