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 | $18,889 | $106,008-82.2% | $92,240-79.5% | $147,586-87.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 50.81% | 50.05%+0.8pp | 176.29%-125.5pp | 578.59%-527.8pp |
| Employer contribution / active EE | $1,851 | $4,333-57.3% | $3,680-49.7% | $4,876-62.0% |
| Participant deferral / active EE | $3,760 | $4,478-16.0% | $3,897-3.5% | $5,439-30.9% |
| Admin fee / account holder | $169 | $6,333-97.3% | $5,194-96.7% | $10,886-98.4% |