Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,310 | $183,627-88.9% | $155,602-86.9% | $145,978-86.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.55% | 61.32%-41.8pp | 64.81%-45.3pp | 550.52%-531.0pp |
| Employer contribution / active EE | $1,102 | $5,316-79.3% | $4,675-76.4% | $4,662-76.4% |
| Participant deferral / active EE | $11,307 | $6,466+74.9% | $5,629+100.9% | $6,690+69.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |