Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,927 | $115,810-78.5% | $101,271-75.4% | $158,966-84.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.72% | 56.15%-41.4pp | 46.48%-31.8pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,474 | $4,175-64.7% | $3,660-59.7% | $4,762-69.0% |
| Participant deferral / active EE | $1,390 | $4,958-72.0% | $4,371-68.2% | $5,983-76.8% |
| Admin fee / account holder | $255 | $7,248-96.5% | $5,948-95.7% | $11,250-97.7% |