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 | $17,833 | $185,312-90.4% | $161,489-89.0% | $154,746-88.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 27.02% | 103.84%-76.8pp | 89.72%-62.7pp | 172.34%-145.3pp |
| Employer contribution / active EE | $1,862 | $4,769-61.0% | $4,268-56.4% | $4,379-57.5% |
| Participant deferral / active EE | $7,601 | $6,350+19.7% | $5,630+35.0% | $6,730+12.9% |
| Admin fee / account holder | $49 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |