Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,592 | $117,829-81.7% | $102,423-78.9% | $145,877-85.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.82% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,234 | $3,615-38.2% | $3,023-26.1% | $4,663-52.1% |
| Participant deferral / active EE | $3,711 | $5,732-35.3% | $5,054-26.6% | $6,691-44.5% |
| Admin fee / account holder | $151 | $13,335-98.9% | $9,455-98.4% | $13,402-98.9% |