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 | $21,701 | $100,279-78.4% | $81,353-73.3% | $145,884-85.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 10.48% | 34.49%-24.0pp | 24.82%-14.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,207 | $2,979-59.5% | $2,464-51.0% | $4,662-74.1% |
| Participant deferral / active EE | $1,372 | $4,611-70.2% | $3,885-64.7% | $6,690-79.5% |
| Admin fee / account holder | $288 | $8,206-96.5% | $5,766-95.0% | $13,392-97.8% |