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 | $18,539 | $72,071-74.3% | $68,368-72.9% | $137,256-86.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.51% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,476 | $2,788-47.1% | $2,649-44.3% | $4,156-64.5% |
| Participant deferral / active EE | $3,592 | $4,410-18.5% | $4,123-12.9% | $6,407-43.9% |
| Admin fee / account holder | $262 | $5,336-95.1% | $5,150-94.9% | $12,270-97.9% |