Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,714 | $29,733-53.9% | $56,025-75.5% | $80,959-83.1% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.7%+8.3pp |
| Annual return | 15.96% | 35.28%-19.3pp | 1712.69%-1696.7pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,232 | $672+381.1% | $1,042+210.3% | $2,757+17.2% |
| Participant deferral / active EE | $1,326 | $1,229+7.9% | $1,955-32.1% | $4,300-69.2% |
| Admin fee / account holder | $287 | $2,434-88.2% | $2,828-89.8% | $6,925-95.9% |