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 | $15,580 | $115,917-86.6% | $100,535-84.5% | $158,982-90.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 29.39% | 34.80%-5.4pp | 30.90%-1.5pp | 302.99%-273.6pp |
| Employer contribution / active EE | $3,425 | $4,105-16.6% | $3,419+0.2% | $4,763-28.1% |
| Participant deferral / active EE | $3,477 | $6,677-47.9% | $6,271-44.6% | $5,983-41.9% |
| Admin fee / account holder | $158 | $11,002-98.6% | $8,085-98.0% | $11,252-98.6% |