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 | $18,935 | $117,895-83.9% | $102,460-81.5% | $145,897-87.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 17.03% | 31.92%-14.9pp | 29.47%-12.4pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,006 | $3,619-16.9% | $3,025-0.6% | $4,663-35.5% |
| Participant deferral / active EE | $5,280 | $5,736-7.9% | $5,056+4.4% | $6,689-21.1% |
| Admin fee / account holder | $30 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |