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 | $13,701 | $65,434-79.1% | $98,483-86.1% | $85,847-84.0% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.3%+19.6pp |
| Annual return | 17.61% | 21.75%-4.1pp | 1494.38%-1476.8pp | 318.61%-301.0pp |
| Employer contribution / active EE | $466 | $2,169-78.5% | $2,961-84.3% | $2,565-81.8% |
| Participant deferral / active EE | $1,882 | $3,168-40.6% | $4,276-56.0% | $3,952-52.4% |
| Admin fee / account holder | $199 | $4,595-95.7% | $5,953-96.7% | $6,261-96.8% |