Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,567 | $107,809-81.9% | $97,032-79.8% | $155,188-87.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.57% | 38.06%-16.5pp | 35.38%-13.8pp | 148.84%-127.3pp |
| Employer contribution / active EE | $1,688 | $2,911-42.0% | $2,629-35.8% | $4,248-60.3% |
| Participant deferral / active EE | $2,062 | $5,129-59.8% | $4,672-55.9% | $6,531-68.4% |
| Admin fee / account holder | $30 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |