Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,473 | $88,815-61.2% | $81,882-57.9% | $145,897-76.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.71% | 1033.75%-1021.0pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,633 | $3,086-47.1% | $2,916-44.0% | $4,663-65.0% |
| Participant deferral / active EE | $5,790 | $4,647+24.6% | $4,323+33.9% | $6,689-13.4% |
| Admin fee / account holder | $57 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |