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 | $18,354 | $110,337-83.4% | $102,383-82.1% | $145,877-87.4% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 15.24% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,786 | $4,216-33.9% | $3,870-28.0% | $4,663-40.2% |
| Participant deferral / active EE | $3,857 | $5,621-31.4% | $5,060-23.8% | $6,691-42.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |