Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,427 | $211,224-86.5% | $178,505-84.1% | $145,897-80.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.24% | 30.28%-17.0pp | 27.16%-13.9pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,855 | $4,577-59.5% | $3,955-53.1% | $4,663-60.2% |
| Participant deferral / active EE | $2,927 | $6,966-58.0% | $6,280-53.4% | $6,689-56.2% |
| Admin fee / account holder | $139 | $12,109-98.8% | $10,428-98.7% | $13,390-99.0% |