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 | $18,570 | $53,837-65.5% | $75,717-75.5% | $85,856-78.4% |
| Participation rate | 93.9% | 69.1%+24.9pp | 74.8%+19.1pp | 69.3%+24.6pp |
| Annual return | 54.09% | 24.54%+29.6pp | 104.58%-50.5pp | 318.58%-264.5pp |
| Employer contribution / active EE | $901 | $2,017-55.3% | $2,743-67.2% | $2,565-64.9% |
| Participant deferral / active EE | $6,432 | $2,895+122.2% | $3,821+68.4% | $3,952+62.8% |
| Admin fee / account holder | $238 | $3,341-92.9% | $3,619-93.4% | $6,261-96.2% |