Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,304 | $169,336-91.0% | $129,384-88.2% | $145,884-89.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 14.11% | 14408.70%-14394.6pp | 9461.77%-9447.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,941 | $5,540-46.9% | $4,153-29.2% | $4,662-36.9% |
| Participant deferral / active EE | $2,968 | $4,985-40.5% | $4,166-28.8% | $6,690-55.6% |
| Admin fee / account holder | $68 | $9,912-99.3% | $7,686-99.1% | $13,392-99.5% |