Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,888 | $156,927-89.2% | $121,169-86.1% | $139,456-87.9% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 9.81% | 1475.85%-1466.0pp | 986.71%-976.9pp | 373.45%-363.6pp |
| Employer contribution / active EE | $3,557 | $5,542-35.8% | $4,168-14.7% | $4,753-25.2% |
| Participant deferral / active EE | $4,384 | $4,848-9.6% | $4,083+7.4% | $6,711-34.7% |
| Admin fee / account holder | $30 | $6,946-99.6% | $5,645-99.5% | $11,407-99.7% |