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 | $27,822 | $138,075-79.9% | $123,552-77.5% | $135,379-79.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 10.14% | 153.70%-143.6pp | 119.20%-109.1pp | 519.79%-509.6pp |
| Employer contribution / active EE | $1,411 | $5,152-72.6% | $4,628-69.5% | $4,779-70.5% |
| Participant deferral / active EE | $3,250 | $6,800-52.2% | $6,426-49.4% | $5,609-42.1% |
| Admin fee / account holder | $63 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |