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 | $8,182 | $104,650-92.2% | $83,854-90.2% | $155,188-94.7% |
| Participation rate | 92.3% | 65.1%+27.2pp | 59.1%+33.2pp | 80.8%+11.5pp |
| Annual return | 26.17% | 28.97%-2.8pp | 31.39%-5.2pp | 148.84%-122.7pp |
| Employer contribution / active EE | $797 | $1,196-33.3% | $1,017-21.6% | $4,248-81.2% |
| Participant deferral / active EE | $1,671 | $2,367-29.4% | $2,035-17.9% | $6,531-74.4% |
| Admin fee / account holder | $26 | $3,518-99.3% | $3,197-99.2% | $14,480-99.8% |