Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,087 | $77,908-80.6% | $149,696-89.9% | $75,173-79.9% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.3pp | 67.2%+26.9pp |
| Annual return | 25.76% | 31.73%-6.0pp | 134.46%-108.7pp | 160.72%-135.0pp |
| Employer contribution / active EE | $3,681 | $3,138+17.3% | $4,821-23.7% | $2,671+37.8% |
| Participant deferral / active EE | $4,347 | $3,411+27.4% | $5,682-23.5% | $4,126+5.3% |
| Admin fee / account holder | $292 | $5,950-95.1% | $13,212-97.8% | $5,651-94.8% |