Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,921 | $84,713-83.6% | $75,717-81.6% | $167,518-91.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 25.97% | 199.49%-173.5pp | 104.58%-78.6pp | 478.71%-452.7pp |
| Employer contribution / active EE | $1,986 | $3,229-38.5% | $2,743-27.6% | $4,838-59.0% |
| Participant deferral / active EE | $4,875 | $4,578+6.5% | $3,821+27.6% | $6,342-23.1% |
| Admin fee / account holder | $33 | $5,357-99.4% | $3,619-99.1% | $12,312-99.7% |