Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,130 | $111,535-75.7% | $105,223-74.2% | $137,256-80.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.26% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,501 | $3,939-36.5% | $3,689-32.2% | $4,156-39.8% |
| Participant deferral / active EE | $2,167 | $5,500-60.6% | $5,072-57.3% | $6,407-66.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |