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 | $100,139-84.1% | $85,187-81.3% | $145,884-89.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 19.13% | 84.15%-65.0pp | 66.67%-47.5pp | 551.85%-532.7pp |
| Employer contribution / active EE | $1,865 | $3,238-42.4% | $2,732-31.7% | $4,662-60.0% |
| Participant deferral / active EE | $2,392 | $5,296-54.8% | $4,525-47.1% | $6,690-64.2% |
| Admin fee / account holder | $248 | $7,262-96.6% | $6,162-96.0% | $13,392-98.1% |