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 | $3,649 | $104,650-96.5% | $83,854-95.6% | $155,188-97.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 19.32% | 28.97%-9.6pp | 31.39%-12.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,371 | $1,196+14.6% | $1,017+34.8% | $4,248-67.7% |
| Participant deferral / active EE | $1,903 | $2,367-19.6% | $2,035-6.5% | $6,531-70.9% |
| Admin fee / account holder | $31 | $3,518-99.1% | $3,197-99.0% | $14,480-99.8% |