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 | $33,626 | $88,778-62.1% | $81,844-58.9% | $145,884-77.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 13.37% | 1033.03%-1019.7pp | 778.87%-765.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,687 | $3,087-45.3% | $2,916-42.2% | $4,662-63.8% |
| Participant deferral / active EE | $1,952 | $4,648-58.0% | $4,323-54.8% | $6,690-70.8% |
| Admin fee / account holder | $201 | $8,430-97.6% | $7,355-97.3% | $13,392-98.5% |