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 | $12,324 | $46,599-73.6% | $64,101-80.8% | $75,173-83.6% |
| Participation rate | 88.6% | 65.9%+22.7pp | 72.3%+16.3pp | 67.2%+21.4pp |
| Annual return | 30.82% | 26.06%+4.8pp | 33.72%-2.9pp | 160.72%-129.9pp |
| Employer contribution / active EE | $2,429 | $1,975+23.0% | $2,749-11.6% | $2,671-9.1% |
| Participant deferral / active EE | $3,164 | $2,837+11.5% | $3,881-18.5% | $4,126-23.3% |
| Admin fee / account holder | $77 | $2,956-97.4% | $3,070-97.5% | $5,651-98.6% |