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 | $21,709 | $85,171-74.5% | $172,752-87.4% | $72,975-70.3% |
| Participation rate | 79.1% | 70.1%+9.0pp | 82.6%-3.6pp | 69.5%+9.6pp |
| Annual return | 39.71% | 27.32%+12.4pp | 802.97%-763.3pp | 81.01%-41.3pp |
| Employer contribution / active EE | $699 | $3,324-79.0% | $5,144-86.4% | $2,440-71.3% |
| Participant deferral / active EE | $1,627 | $3,260-50.1% | $5,198-68.7% | $3,608-54.9% |
| Admin fee / account holder | $166 | $5,880-97.2% | $13,955-98.8% | $5,124-96.8% |