Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,317 | $162,529-82.0% | $130,788-77.6% | $154,746-81.1% |
| Participation rate | 72.7% | 75.9%-3.1pp | 70.1%+2.6pp | 80.7%-8.0pp |
| Annual return | 20.26% | 510.48%-490.2pp | 386.44%-366.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,019 | $4,447-77.1% | $3,558-71.4% | $4,379-76.7% |
| Participant deferral / active EE | $3,456 | $4,808-28.1% | $4,137-16.5% | $6,730-48.6% |
| Admin fee / account holder | $17 | $7,669-99.8% | $6,673-99.7% | $14,365-99.9% |