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 | $25,927 | $69,118-62.5% | $53,647-51.7% | $138,895-81.3% |
| Participation rate | 94.1% | 64.0%+30.1pp | 56.3%+37.8pp | 79.9%+14.2pp |
| Annual return | 17.12% | 248.26%-231.1pp | 358.33%-341.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $957 | $1,189-19.6% | $962-0.5% | $4,194-77.2% |
| Participant deferral / active EE | $1,777 | $2,274-21.9% | $1,813-2.0% | $6,396-72.2% |
| Admin fee / account holder | $119 | $2,724-95.6% | $2,460-95.1% | $12,562-99.0% |