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 | $20,330 | $88,815-77.1% | $81,882-75.2% | $145,897-86.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 23.20% | 1033.75%-1010.5pp | 779.47%-756.3pp | 552.29%-529.1pp |
| Employer contribution / active EE | $2,757 | $3,086-10.7% | $2,916-5.5% | $4,663-40.9% |
| Participant deferral / active EE | $3,004 | $4,647-35.4% | $4,323-30.5% | $6,689-55.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |