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 | $36,702 | $88,815-58.7% | $81,882-55.2% | $145,897-74.8% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 10.89% | 1033.75%-1022.9pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,932 | $3,086-37.4% | $2,916-33.8% | $4,663-58.6% |
| Participant deferral / active EE | $4,812 | $4,647+3.5% | $4,323+11.3% | $6,689-28.1% |
| Admin fee / account holder | $54 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |