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 | $9,875 | $48,011-79.4% | $63,803-84.5% | $82,637-88.0% |
| Participation rate | 96.2% | 66.6%+29.6pp | 72.7%+23.5pp | 68.1%+28.1pp |
| Annual return | 12.01% | 19.84%-7.8pp | 543.72%-531.7pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,324 | $1,904-30.5% | $2,532-47.7% | $2,552-48.1% |
| Participant deferral / active EE | $1,694 | $2,846-40.5% | $3,843-55.9% | $4,126-59.0% |
| Admin fee / account holder | $204 | $3,873-94.7% | $5,196-96.1% | $7,339-97.2% |