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 | $15,929 | $100,203-84.1% | $85,240-81.3% | $145,897-89.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.2pp | 80.3%-2.5pp |
| Annual return | 19.13% | 84.28%-65.1pp | 66.75%-47.6pp | 552.29%-533.2pp |
| Employer contribution / active EE | $1,865 | $3,242-42.5% | $2,735-31.8% | $4,663-60.0% |
| Participant deferral / active EE | $2,392 | $5,299-54.9% | $4,527-47.2% | $6,689-64.2% |
| Admin fee / account holder | $248 | $7,265-96.6% | $6,165-96.0% | $13,390-98.1% |