Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,082 | $96,691-55.4% | $86,656-50.3% | $139,487-69.1% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.2pp | 80.3%-1.4pp |
| Annual return | 20.63% | 106.87%-86.2pp | 593.09%-572.5pp | 373.84%-353.2pp |
| Employer contribution / active EE | $2,203 | $3,267-32.6% | $3,025-27.2% | $4,755-53.7% |
| Participant deferral / active EE | $3,344 | $4,838-30.9% | $4,439-24.7% | $6,713-50.2% |
| Admin fee / account holder | $181 | $6,414-97.2% | $5,619-96.8% | $11,407-98.4% |