Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,126 | $103,038-86.3% | $90,324-84.4% | $152,909-90.8% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 24.42% | 95.25%-70.8pp | 78.15%-53.7pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,111 | $3,141-64.6% | $2,856-61.1% | $4,764-76.7% |
| Participant deferral / active EE | $2,285 | $4,282-46.6% | $3,885-41.2% | $5,851-61.0% |
| Admin fee / account holder | $73 | $6,177-98.8% | $5,356-98.6% | $11,601-99.4% |