Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,335 | $103,008-81.2% | $90,304-78.6% | $152,897-87.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 35.22% | 95.22%-60.0pp | 78.13%-42.9pp | 345.43%-310.2pp |
| Employer contribution / active EE | $2,986 | $3,139-4.9% | $2,855+4.6% | $4,764-37.3% |
| Participant deferral / active EE | $7,780 | $4,281+81.7% | $3,885+100.3% | $5,851+33.0% |
| Admin fee / account holder | $242 | $6,175-96.1% | $5,354-95.5% | $11,599-97.9% |