Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,589 | $110,254-92.2% | $95,733-91.0% | $139,427-93.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.00% | 27.13%-6.1pp | 28.37%-7.4pp | 373.27%-352.3pp |
| Employer contribution / active EE | $749 | $3,258-77.0% | $2,835-73.6% | $4,752-84.2% |
| Participant deferral / active EE | $4,633 | $4,675-0.9% | $4,244+9.2% | $6,711-31.0% |
| Admin fee / account holder | $45 | $6,607-99.3% | $5,673-99.2% | $11,404-99.6% |