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 | $10,115 | $114,119-91.1% | $107,187-90.6% | $138,895-92.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 20.84% | 273.21%-252.4pp | 204.55%-183.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,842 | $4,059-54.6% | $3,782-51.3% | $4,194-56.1% |
| Participant deferral / active EE | $2,336 | $5,538-57.8% | $5,096-54.2% | $6,396-63.5% |
| Admin fee / account holder | $15 | $10,024-99.9% | $9,162-99.8% | $12,562-99.9% |