Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,856 | $69,248-80.0% | $64,101-78.4% | $139,466-90.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 51.91% | 45.95%+6.0pp | 33.72%+18.2pp | 373.66%-321.8pp |
| Employer contribution / active EE | $4,030 | $3,185+26.6% | $2,749+46.6% | $4,754-15.2% |
| Participant deferral / active EE | $6,673 | $4,682+42.5% | $3,881+71.9% | $6,712-0.6% |
| Admin fee / account holder | $36 | $4,247-99.1% | $3,070-98.8% | $11,409-99.7% |