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 | $24,277 | $99,011-75.5% | $86,582-72.0% | $147,586-83.6% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.64% | 1312.75%-1297.1pp | 965.08%-949.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,284 | $3,132-27.1% | $2,839-19.6% | $4,876-53.2% |
| Participant deferral / active EE | $3,280 | $3,972-17.4% | $3,609-9.1% | $5,439-39.7% |
| Admin fee / account holder | $116 | $5,709-98.0% | $4,904-97.6% | $10,886-98.9% |