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 | $19,873 | $99,017-79.9% | $86,587-77.0% | $147,585-86.5% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 14.09% | 1312.37%-1298.3pp | 964.86%-950.8pp | 578.56%-564.5pp |
| Employer contribution / active EE | $1,332 | $3,132-57.5% | $2,839-53.1% | $4,876-72.7% |
| Participant deferral / active EE | $3,966 | $3,972-0.1% | $3,609+9.9% | $5,439-27.1% |
| Admin fee / account holder | $173 | $5,710-97.0% | $4,906-96.5% | $10,885-98.4% |