Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,258 | $109,967-80.7% | $97,197-78.1% | $145,877-85.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.14% | 244.27%-232.1pp | 75.47%-63.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,315 | $3,077-57.3% | $2,723-51.7% | $4,663-71.8% |
| Participant deferral / active EE | $3,133 | $4,676-33.0% | $4,263-26.5% | $6,691-53.2% |
| Admin fee / account holder | $159 | $6,199-97.4% | $5,637-97.2% | $13,402-98.8% |