Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,440 | $67,823-56.6% | $52,425-43.8% | $137,256-78.6% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 26.41% | 219.11%-192.7pp | 302.12%-275.7pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,464 | $1,163+25.9% | $914+60.1% | $4,156-64.8% |
| Participant deferral / active EE | $4,628 | $2,288+102.3% | $1,790+158.5% | $6,407-27.8% |
| Admin fee / account holder | $19 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |