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 | $15,256 | $110,410-86.2% | $102,437-85.1% | $145,897-89.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 79.94% | 24.85%+55.1pp | 24.95%+55.0pp | 552.29%-472.3pp |
| Employer contribution / active EE | $1,911 | $4,217-54.7% | $3,871-50.6% | $4,663-59.0% |
| Participant deferral / active EE | $3,310 | $5,622-41.1% | $5,060-34.6% | $6,689-50.5% |
| Admin fee / account holder | $56 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |