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 | $28,748 | $100,203-71.3% | $85,240-66.3% | $145,897-80.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 12.41% | 84.28%-71.9pp | 66.75%-54.3pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,211 | $3,242-62.6% | $2,735-55.7% | $4,663-74.0% |
| Participant deferral / active EE | $1,387 | $5,299-73.8% | $4,527-69.4% | $6,689-79.3% |
| Admin fee / account holder | $48 | $7,265-99.3% | $6,165-99.2% | $13,390-99.6% |