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 | $20,856 | $97,078-78.5% | $103,065-79.8% | $145,897-85.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.6%-5.6pp | 80.3%-5.3pp |
| Annual return | 9.82% | 25.49%-15.7pp | 23.95%-14.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,371 | $4,680-70.7% | $4,675-70.7% | $4,663-70.6% |
| Participant deferral / active EE | $2,911 | $6,601-55.9% | $6,625-56.1% | $6,689-56.5% |
| Admin fee / account holder | $209 | $12,505-98.3% | $9,349-97.8% | $13,390-98.4% |