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 | $57,336 | $88,815-35.4% | $81,882-30.0% | $145,897-60.7% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 17.96% | 1033.75%-1015.8pp | 779.47%-761.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,733 | $3,086-43.8% | $2,916-40.6% | $4,663-62.8% |
| Participant deferral / active EE | $8,582 | $4,647+84.7% | $4,323+98.5% | $6,689+28.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |