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 | $18,169 | $125,184-85.5% | $105,607-82.8% | $145,884-87.5% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.72% | 225.00%-214.3pp | 116.11%-105.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,857 | $3,720-50.1% | $3,167-41.4% | $4,662-60.2% |
| Participant deferral / active EE | $2,987 | $5,714-47.7% | $5,011-40.4% | $6,690-55.4% |
| Admin fee / account holder | $20 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |