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 | $27,209 | $160,040-83.0% | $147,096-81.5% | $145,877-81.3% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.45% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $4,777 | $5,289-9.7% | $4,936-3.2% | $4,663+2.4% |
| Participant deferral / active EE | $6,296 | $8,429-25.3% | $8,071-22.0% | $6,691-5.9% |
| Admin fee / account holder | $265 | $15,050-98.2% | $13,005-98.0% | $13,402-98.0% |