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 | $26,581 | $160,040-83.4% | $147,096-81.9% | $145,877-81.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.46% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,987 | $5,289-62.4% | $4,936-59.7% | $4,663-57.4% |
| Participant deferral / active EE | $6,706 | $8,429-20.4% | $8,071-16.9% | $6,691+0.2% |
| Admin fee / account holder | $30 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |