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 | $43,627 | $114,013-61.7% | $103,693-57.9% | $155,188-71.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 22.81% | 49.31%-26.5pp | 47.61%-24.8pp | 148.84%-126.0pp |
| Employer contribution / active EE | $1,493 | $3,131-52.3% | $2,920-48.9% | $4,248-64.9% |
| Participant deferral / active EE | $7,909 | $4,970+59.1% | $4,579+72.7% | $6,531+21.1% |
| Admin fee / account holder | $71 | $8,407-99.2% | $7,858-99.1% | $14,480-99.5% |