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 | $27,640 | $71,057-61.1% | $93,654-70.5% | $80,874-65.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.05% | 11.26%+1.8pp | 133.34%-120.3pp | 35.62%-22.6pp |
| Employer contribution / active EE | $5,643 | $1,564+260.8% | $2,421+133.1% | $2,756+104.8% |
| Participant deferral / active EE | $1,258 | $4,034-68.8% | $4,413-71.5% | $4,297-70.7% |
| Admin fee / account holder | $103 | $6,944-98.5% | $8,282-98.8% | $6,935-98.5% |