Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,814 | $99,921-85.2% | $85,009-82.6% | $145,959-89.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 16.83% | 83.89%-67.1pp | 66.47%-49.6pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,287 | $3,233-60.2% | $2,728-52.8% | $4,661-72.4% |
| Participant deferral / active EE | $4,034 | $5,293-23.8% | $4,522-10.8% | $6,689-39.7% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |