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 | $13,804 | $111,878-87.7% | $93,727-85.3% | $145,897-90.5% |
| Participation rate | 85.0% | 74.2%+10.8pp | 68.7%+16.3pp | 80.3%+4.7pp |
| Annual return | 12.04% | 204.28%-192.2pp | 133.83%-121.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $909 | $3,092-70.6% | $2,421-62.5% | $4,663-80.5% |
| Participant deferral / active EE | $3,016 | $4,920-38.7% | $4,417-31.7% | $6,689-54.9% |
| Admin fee / account holder | $234 | $10,256-97.7% | $8,292-97.2% | $13,390-98.3% |