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 | $59,751 | $110,093-45.7% | $97,295-38.6% | $145,897-59.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 13.50% | 244.76%-231.3pp | 75.62%-62.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,191 | $3,077-61.3% | $2,723-56.3% | $4,663-74.5% |
| Participant deferral / active EE | $1,213 | $4,678-74.1% | $4,264-71.6% | $6,689-81.9% |
| Admin fee / account holder | $18 | $6,212-99.7% | $5,646-99.7% | $13,390-99.9% |