Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,239 | $97,125-93.6% | $86,233-92.8% | $137,256-95.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 22.40% | 74.19%-51.8pp | 61.39%-39.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,373 | $2,841-51.7% | $2,504-45.2% | $4,156-67.0% |
| Participant deferral / active EE | $2,313 | $5,180-55.3% | $4,559-49.3% | $6,407-63.9% |
| Admin fee / account holder | $120 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |