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 | $19,945 | $96,388-79.3% | $80,627-75.3% | $139,466-85.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 10.72% | 1352.08%-1341.4pp | 936.76%-926.0pp | 373.66%-362.9pp |
| Employer contribution / active EE | $707 | $3,260-78.3% | $2,723-74.1% | $4,754-85.1% |
| Participant deferral / active EE | $1,436 | $5,224-72.5% | $4,443-67.7% | $6,712-78.6% |
| Admin fee / account holder | $198 | $6,603-97.0% | $5,381-96.3% | $11,409-98.3% |