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 | $13,469 | $172,111-92.2% | $150,298-91.0% | $137,256-90.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.12% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,787 | $4,636-61.5% | $4,154-57.0% | $4,156-57.0% |
| Participant deferral / active EE | $2,091 | $6,166-66.1% | $5,453-61.7% | $6,407-67.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |