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 | $28,230 | $176,071-84.0% | $159,450-82.3% | $167,497-83.1% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 21.31% | 331.79%-310.5pp | 263.60%-242.3pp | 478.62%-457.3pp |
| Employer contribution / active EE | $1,797 | $5,298-66.1% | $4,830-62.8% | $4,838-62.9% |
| Participant deferral / active EE | $2,756 | $7,750-64.4% | $7,352-62.5% | $6,341-56.5% |
| Admin fee / account holder | $19 | $12,555-99.8% | $10,800-99.8% | $12,310-99.8% |