Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,905 | $48,011-71.0% | $63,803-78.2% | $82,637-83.2% |
| Participation rate | 80.0% | 66.6%+13.4pp | 72.7%+7.3pp | 68.1%+11.9pp |
| Annual return | 20.53% | 19.84%+0.7pp | 543.72%-523.2pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,448 | $1,904-24.0% | $2,532-42.8% | $2,552-43.3% |
| Participant deferral / active EE | $1,242 | $2,846-56.4% | $3,843-67.7% | $4,126-69.9% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |