Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,256 | $110,379-86.2% | $102,412-85.1% | $145,884-89.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 79.94% | 24.84%+55.1pp | 24.94%+55.0pp | 551.85%-471.9pp |
| Employer contribution / active EE | $1,911 | $4,216-54.7% | $3,870-50.6% | $4,662-59.0% |
| Participant deferral / active EE | $3,310 | $5,622-41.1% | $5,060-34.6% | $6,690-50.5% |
| Admin fee / account holder | $56 | $9,745-99.4% | $8,388-99.3% | $13,392-99.6% |