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 | $52,310 | $95,415-45.2% | $185,851-71.9% | $85,851-39.1% |
| Participation rate | 76.8% | 68.8%+8.0pp | 81.7%-4.9pp | 69.3%+7.5pp |
| Annual return | 11.61% | 23.59%-12.0pp | 122.11%-110.5pp | 318.63%-307.0pp |
| Employer contribution / active EE | $495 | $3,314-85.0% | $5,168-90.4% | $2,565-80.7% |
| Participant deferral / active EE | $2,075 | $3,424-39.4% | $5,569-62.7% | $3,952-47.5% |
| Admin fee / account holder | $125 | $7,215-98.3% | $16,245-99.2% | $6,261-98.0% |