Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,893 | $96,491-72.1% | $75,894-64.6% | $152,885-82.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 26.00% | 33.98%-8.0pp | 30.76%-4.8pp | 345.39%-319.4pp |
| Employer contribution / active EE | $865 | $3,310-73.9% | $2,501-65.4% | $4,763-81.8% |
| Participant deferral / active EE | $4,582 | $4,553+0.6% | $3,603+27.2% | $5,851-21.7% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,420-100.0% | $11,598-100.0% |