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 | $176,120-84.0% | $159,487-82.3% | $167,553-83.2% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 21.31% | 331.95%-310.6pp | 263.71%-242.4pp | 478.89%-457.6pp |
| Employer contribution / active EE | $1,797 | $5,299-66.1% | $4,831-62.8% | $4,840-62.9% |
| Participant deferral / active EE | $2,756 | $7,752-64.4% | $7,354-62.5% | $6,343-56.5% |
| Admin fee / account holder | $19 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |