Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,262 | $160,028-82.3% | $147,080-80.8% | $145,884-80.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 19.92% | 98.60%-78.7pp | 420.17%-400.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,571 | $5,286-70.3% | $4,933-68.2% | $4,662-66.3% |
| Participant deferral / active EE | $4,463 | $8,422-47.0% | $8,066-44.7% | $6,690-33.3% |
| Admin fee / account holder | $54 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |