Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,544 | $112,933-82.7% | $90,970-78.5% | $158,982-87.7% |
| Participation rate | 88.2% | 74.7%+13.5pp | 69.0%+19.2pp | 82.0%+6.3pp |
| Annual return | 45.15% | 215.82%-170.7pp | 134.60%-89.4pp | 302.99%-257.8pp |
| Employer contribution / active EE | $1,819 | $2,893-37.1% | $2,122-14.3% | $4,763-61.8% |
| Participant deferral / active EE | $8,853 | $4,128+114.5% | $3,373+162.5% | $5,983+47.9% |
| Admin fee / account holder | $266 | $8,047-96.7% | $5,961-95.5% | $11,252-97.6% |