Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,769 | $123,412-77.5% | $69,460-60.0% | $145,978-81.0% |
| Participation rate | 70.0% | 69.2%+0.8pp | 66.4%+3.6pp | 80.3%-10.3pp |
| Annual return | 16.84% | 191.25%-174.4pp | 100.80%-84.0pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,197 | $2,684-18.1% | $1,714+28.2% | $4,662-52.9% |
| Participant deferral / active EE | $5,087 | $4,240+20.0% | $2,890+76.0% | $6,690-24.0% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |