Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,889 | $127,273-78.9% | $109,895-75.5% | $167,518-83.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 19.82% | 22.97%-3.2pp | 29.46%-9.6pp | 478.71%-458.9pp |
| Employer contribution / active EE | $1,345 | $3,324-59.5% | $2,843-52.7% | $4,838-72.2% |
| Participant deferral / active EE | $6,894 | $4,515+52.7% | $4,049+70.3% | $6,342+8.7% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |