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 | $12,508 | $100,279-87.5% | $81,353-84.6% | $145,884-91.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.03% | 34.49%-19.5pp | 24.82%-9.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $981 | $2,979-67.1% | $2,464-60.2% | $4,662-79.0% |
| Participant deferral / active EE | $1,570 | $4,611-66.0% | $3,885-59.6% | $6,690-76.5% |
| Admin fee / account holder | $122 | $8,206-98.5% | $5,766-97.9% | $13,392-99.1% |