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 | $14,930 | $85,171-82.5% | $172,753-91.4% | $72,976-79.5% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.6%+5.4pp | 69.5%+18.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,073 | $3,324-37.6% | $5,144-59.7% | $2,440-15.1% |
| Participant deferral / active EE | $4,938 | $3,260+51.5% | $5,198-5.0% | $3,608+36.9% |
| Admin fee / account holder | $274 | $5,880-95.3% | $13,956-98.0% | $5,124-94.7% |