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 | $10,184 | $110,278-90.8% | $95,740-89.4% | $139,466-92.7% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 48.50% | 27.19%+21.3pp | 28.41%+20.1pp | 373.66%-325.2pp |
| Employer contribution / active EE | $1,192 | $3,260-63.4% | $2,836-58.0% | $4,754-74.9% |
| Participant deferral / active EE | $4,854 | $4,674+3.8% | $4,244+14.4% | $6,712-27.7% |
| Admin fee / account holder | $22 | $6,613-99.7% | $5,676-99.6% | $11,409-99.8% |