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 | $2,650 | $94,439-97.2% | $73,658-96.4% | $154,746-98.3% |
| Participation rate | 78.6% | 64.7%+13.9pp | 57.0%+21.5pp | 80.7%-2.1pp |
| Annual return | 21.64% | 28.25%-6.6pp | 29.72%-8.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $613 | $1,257-51.2% | $1,032-40.6% | $4,379-86.0% |
| Participant deferral / active EE | $893 | $2,527-64.7% | $2,062-56.7% | $6,730-86.7% |
| Admin fee / account holder | $28 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |