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 | $7,622 | $110,303-93.1% | $95,759-92.0% | $139,487-94.5% |
| Participation rate | 94.1% | 75.7%+18.4pp | 72.3%+21.9pp | 80.3%+13.8pp |
| Annual return | 36.07% | 27.19%+8.9pp | 28.42%+7.6pp | 373.84%-337.8pp |
| Employer contribution / active EE | $2,722 | $3,261-16.5% | $2,836-4.0% | $4,755-42.7% |
| Participant deferral / active EE | $2,769 | $4,674-40.8% | $4,244-34.7% | $6,713-58.7% |
| Admin fee / account holder | $79 | $6,615-98.8% | $5,678-98.6% | $11,407-99.3% |