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 | $27,642 | $111,878-75.3% | $93,727-70.5% | $145,897-81.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.42% | 204.28%-186.9pp | 133.83%-116.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,506 | $3,092+13.4% | $2,421+44.8% | $4,663-24.8% |
| Participant deferral / active EE | $3,467 | $4,920-29.5% | $4,417-21.5% | $6,689-48.2% |
| Admin fee / account holder | $42 | $10,256-99.6% | $8,292-99.5% | $13,390-99.7% |