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 | $106,008-78.1% | $92,240-74.9% | $147,586-84.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 22.62% | 50.05%-27.4pp | 176.29%-153.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,759 | $4,333-59.4% | $3,680-52.2% | $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 | $6,333-97.2% | $5,194-96.6% | $10,886-98.4% |