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 | $23,181 | $106,001-78.1% | $92,235-74.9% | $147,585-84.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 22.62% | 50.05%-27.4pp | 176.28%-153.7pp | 578.56%-555.9pp |
| Employer contribution / active EE | $1,759 | $4,333-59.4% | $3,679-52.2% | $4,876-63.9% |
| Participant deferral / active EE | $5,218 | $4,478+16.5% | $3,897+33.9% | $5,439-4.1% |
| Admin fee / account holder | $179 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |