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 | $25,321 | $111,787-77.3% | $93,681-73.0% | $145,978-82.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 16.60% | 203.52%-186.9pp | 133.47%-116.9pp | 550.52%-533.9pp |
| Employer contribution / active EE | $2,276 | $3,093-26.4% | $2,422-6.0% | $4,662-51.2% |
| Participant deferral / active EE | $4,196 | $4,918-14.7% | $4,415-5.0% | $6,690-37.3% |
| Admin fee / account holder | $243 | $10,256-97.6% | $8,290-97.1% | $13,400-98.2% |