Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,556 | $96,508-77.7% | $75,901-71.6% | $152,897-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.38% | 33.99%-16.6pp | 30.76%-13.4pp | 345.43%-328.1pp |
| Employer contribution / active EE | $1,295 | $3,310-60.9% | $2,501-48.2% | $4,764-72.8% |
| Participant deferral / active EE | $5,550 | $4,554+21.9% | $3,603+54.0% | $5,851-5.1% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |