Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,261 | $110,337-85.3% | $102,383-84.1% | $145,877-88.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.75% | 24.83%-10.1pp | 24.94%-10.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,315 | $4,216-45.1% | $3,870-40.2% | $4,663-50.4% |
| Participant deferral / active EE | $3,256 | $5,621-42.1% | $5,060-35.6% | $6,691-51.3% |
| Admin fee / account holder | $83 | $9,750-99.1% | $8,391-99.0% | $13,402-99.4% |