Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,146 | $85,790-71.9% | $67,313-64.1% | $135,380-82.2% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.1%+9.5pp | 82.6%-4.1pp |
| Annual return | 8.19% | -0.54%+8.7pp | -4.08%+12.3pp | 519.81%-511.6pp |
| Employer contribution / active EE | $1,634 | $3,487-53.1% | $2,566-36.3% | $4,779-65.8% |
| Participant deferral / active EE | $3,855 | $4,651-17.1% | $3,568+8.0% | $5,609-31.3% |
| Admin fee / account holder | $6 | $6,392-99.9% | $4,507-99.9% | $10,828-99.9% |