Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,642 | $47,479-46.0% | $62,929-59.3% | $82,448-68.9% |
| Participation rate | 95.5% | 66.9%+28.6pp | 73.1%+22.3pp | 68.1%+27.4pp |
| Annual return | 12.84% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $734 | $1,885-61.1% | $2,505-70.7% | $2,551-71.2% |
| Participant deferral / active EE | $1,500 | $2,870-47.7% | $3,888-61.4% | $4,139-63.8% |
| Admin fee / account holder | $175 | $3,804-95.4% | $5,065-96.5% | $7,234-97.6% |