Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,618 | $108,882-81.1% | $96,754-78.7% | $154,746-86.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 24.61% | 98.39%-73.8pp | 82.04%-57.4pp | 172.34%-147.7pp |
| Employer contribution / active EE | $1,539 | $3,018-49.0% | $2,679-42.6% | $4,379-64.9% |
| Participant deferral / active EE | $1,883 | $5,323-64.6% | $4,758-60.4% | $6,730-72.0% |
| Admin fee / account holder | $89 | $10,200-99.1% | $8,905-99.0% | $14,365-99.4% |