Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,522 | $118,496-82.7% | $98,461-79.2% | $139,466-85.3% |
| Participation rate | 88.9% | 77.5%+11.4pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 21.55% | 18.96%+2.6pp | 21.17%+0.4pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,504 | $3,611-58.3% | $3,049-50.7% | $4,754-68.4% |
| Participant deferral / active EE | $2,975 | $5,393-44.8% | $4,738-37.2% | $6,712-55.7% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |