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 | $32,500 | $112,729-71.2% | $98,716-67.1% | $137,256-76.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 23.17% | 38.48%-15.3pp | 31.81%-8.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,975 | $2,725-27.5% | $2,279-13.3% | $4,156-52.5% |
| Participant deferral / active EE | $3,796 | $4,640-18.2% | $4,048-6.2% | $6,407-40.7% |
| Admin fee / account holder | $38 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |