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 | $22,444 | $178,174-87.4% | $156,181-85.6% | $137,256-83.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.54% | 84.19%-65.7pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,960 | $4,972-60.6% | $4,294-54.4% | $4,156-52.8% |
| Participant deferral / active EE | $12,795 | $6,888+85.8% | $6,132+108.6% | $6,407+99.7% |
| Admin fee / account holder | $30 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |