Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,240 | $109,344-75.1% | $89,400-69.5% | $158,950-82.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 15.57% | 345.73%-330.2pp | 245.64%-230.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $2,045 | $3,170-35.5% | $2,586-20.9% | $4,762-57.0% |
| Participant deferral / active EE | $2,468 | $4,599-46.3% | $3,890-36.6% | $5,983-58.8% |
| Admin fee / account holder | $251 | $6,154-95.9% | $4,882-94.9% | $11,248-97.8% |