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 | $24,248 | $88,702-72.7% | $81,780-70.4% | $145,978-83.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 19.60% | 1029.12%-1009.5pp | 776.27%-756.7pp | 550.52%-530.9pp |
| Employer contribution / active EE | $1,493 | $3,084-51.6% | $2,914-48.8% | $4,662-68.0% |
| Participant deferral / active EE | $3,904 | $4,645-16.0% | $4,321-9.6% | $6,690-41.6% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |