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 | $22,301 | $117,859-81.1% | $102,438-78.2% | $145,959-84.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.46% | 31.72%-14.3pp | 29.37%-11.9pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,352 | $3,615-62.6% | $3,024-55.3% | $4,661-71.0% |
| Participant deferral / active EE | $3,287 | $5,732-42.7% | $5,054-35.0% | $6,689-50.9% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |