Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,009 | $150,447-78.7% | $136,298-76.5% | $147,586-78.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.47% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,399 | $5,256-73.4% | $4,696-70.2% | $4,876-71.3% |
| Participant deferral / active EE | $6,442 | $6,631-2.8% | $6,247+3.1% | $5,439+18.4% |
| Admin fee / account holder | $289 | $10,906-97.4% | $9,244-96.9% | $10,886-97.3% |