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 | $11,237 | $149,040-92.5% | $120,225-90.7% | $137,256-91.8% |
| Participation rate | 88.2% | 75.4%+12.8pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 22.31% | 605.68%-583.4pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,925 | $4,350-55.8% | $3,475-44.6% | $4,156-53.7% |
| Participant deferral / active EE | $2,929 | $4,655-37.1% | $3,999-26.8% | $6,407-54.3% |
| Admin fee / account holder | $216 | $6,348-96.6% | $5,696-96.2% | $12,270-98.2% |