Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,482 | $103,038-83.0% | $90,324-80.6% | $152,909-88.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 35.45% | 95.25%-59.8pp | 78.15%-42.7pp | 345.46%-310.0pp |
| Employer contribution / active EE | $1,624 | $3,141-48.3% | $2,856-43.1% | $4,764-65.9% |
| Participant deferral / active EE | $4,842 | $4,282+13.1% | $3,885+24.6% | $5,851-17.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |