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 | $16,518 | $127,296-87.0% | $109,907-85.0% | $167,536-90.1% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.2%+7.0pp | 82.1%-0.9pp |
| Annual return | 41.91% | 22.97%+18.9pp | 29.46%+12.4pp | 478.82%-436.9pp |
| Employer contribution / active EE | $3,834 | $3,325+15.3% | $2,844+34.8% | $4,839-20.8% |
| Participant deferral / active EE | $5,108 | $4,513+13.2% | $4,047+26.2% | $6,342-19.5% |
| Admin fee / account holder | $11 | $7,119-99.9% | $6,069-99.8% | $12,315-99.9% |