Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,327 | $60,139-74.5% | $90,461-83.1% | $79,856-80.8% |
| Participation rate | 98.2% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.6pp |
| Annual return | 27.40% | 71.96%-44.6pp | 1294.76%-1267.4pp | 31.71%-4.3pp |
| Employer contribution / active EE | $1,724 | $2,069-16.7% | $3,264-47.2% | $2,471-30.3% |
| Participant deferral / active EE | $1,316 | $2,939-55.2% | $3,964-66.8% | $3,741-64.8% |
| Admin fee / account holder | $252 | $3,978-93.7% | $5,617-95.5% | $5,306-95.3% |