Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,446 | $111,878-83.5% | $93,727-80.3% | $145,897-87.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 19.05% | 204.28%-185.2pp | 133.83%-114.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $1,643 | $3,092-46.9% | $2,421-32.2% | $4,663-64.8% |
| Participant deferral / active EE | $3,795 | $4,920-22.9% | $4,417-14.1% | $6,689-43.3% |
| Admin fee / account holder | $53 | $10,256-99.5% | $8,292-99.4% | $13,390-99.6% |