Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,999 | $115,225-84.4% | $100,712-82.1% | $138,895-87.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 23.84% | 40.35%-16.5pp | 33.27%-9.4pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,665 | $2,771-39.9% | $2,313-28.0% | $4,194-60.3% |
| Participant deferral / active EE | $3,478 | $4,699-26.0% | $4,085-14.9% | $6,396-45.6% |
| Admin fee / account holder | $167 | $10,844-98.5% | $9,256-98.2% | $12,562-98.7% |