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 | $28,173 | $72,465-61.1% | $67,575-58.3% | $145,884-80.7% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 14.58% | 7222.56%-7208.0pp | 3528.98%-3514.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $3,196 | $3,074+4.0% | $2,736+16.8% | $4,662-31.4% |
| Participant deferral / active EE | $4,095 | $4,786-14.4% | $4,003+2.3% | $6,690-38.8% |
| Admin fee / account holder | $97 | $5,515-98.2% | $3,993-97.6% | $13,392-99.3% |