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 | $24,908 | $117,846-78.9% | $102,434-75.7% | $145,884-82.9% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 18.77% | 31.90%-13.1pp | 29.46%-10.7pp | 551.85%-533.1pp |
| Employer contribution / active EE | $4,490 | $3,615+24.2% | $3,023+48.5% | $4,662-3.7% |
| Participant deferral / active EE | $7,900 | $5,733+37.8% | $5,055+56.3% | $6,690+18.1% |
| Admin fee / account holder | $45 | $13,356-99.7% | $9,462-99.5% | $13,392-99.7% |