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 | $9,821 | $114,119-91.4% | $107,187-90.8% | $138,895-92.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 22.86% | 273.21%-250.3pp | 204.55%-181.7pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,549 | $4,059-61.8% | $3,782-59.1% | $4,194-63.1% |
| Participant deferral / active EE | $2,877 | $5,538-48.1% | $5,096-43.6% | $6,396-55.0% |
| Admin fee / account holder | $49 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |