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 | $27,882 | $185,141-84.9% | $153,416-81.8% | $155,188-82.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 13.88% | 18.72%-4.8pp | 17.84%-4.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $967 | $4,489-78.5% | $3,764-74.3% | $4,248-77.2% |
| Participant deferral / active EE | $1,780 | $5,477-67.5% | $4,723-62.3% | $6,531-72.7% |
| Admin fee / account holder | $253 | $16,005-98.4% | $13,095-98.1% | $14,480-98.2% |