Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,956 | $182,442-91.8% | $163,379-90.8% | $138,895-89.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 20.30% | 72.74%-52.4pp | 63.41%-43.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,396 | $6,817-64.8% | $6,282-61.9% | $6,396-62.5% |
| Admin fee / account holder | $12 | $10,396-99.9% | $9,818-99.9% | $12,562-99.9% |