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 | $17,388 | $106,008-83.6% | $92,240-81.1% | $147,586-88.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 23.76% | 50.05%-26.3pp | 176.29%-152.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $1,396 | $4,333-67.8% | $3,680-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $6,401 | $4,478+42.9% | $3,897+64.2% | $5,439+17.7% |
| Admin fee / account holder | $40 | $6,333-99.4% | $5,194-99.2% | $10,886-99.6% |