Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,072 | $75,832-73.5% | $147,617-86.4% | $59,633-66.3% |
| Participation rate | 85.1% | 71.6%+13.5pp | 84.6%+0.5pp | 68.7%+16.4pp |
| Annual return | 138.03% | 0.37%+137.7pp | 61.98%+76.0pp | 2041.45%-1903.4pp |
| Employer contribution / active EE | $3,687 | $3,485+5.8% | $5,564-33.7% | $2,203+67.4% |
| Participant deferral / active EE | $8,344 | $3,131+166.5% | $4,895+70.4% | $3,192+161.4% |
| Admin fee / account holder | $26 | $5,986-99.6% | $11,612-99.8% | $4,297-99.4% |