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 | $45,598 | $211,239-78.4% | $178,528-74.5% | $145,877-68.7% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 17.28% | 30.22%-12.9pp | 27.11%-9.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,056 | $4,570-55.0% | $3,950-48.0% | $4,663-55.9% |
| Participant deferral / active EE | $13,699 | $6,963+96.7% | $6,278+118.2% | $6,691+104.7% |
| Admin fee / account holder | $10 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |