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 | $48,038 | $90,530-46.9% | $76,030-36.8% | $145,897-67.1% |
| Participation rate | 77.8% | 74.4%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 14.82% | 625.08%-610.3pp | 361.54%-346.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,193 | $3,319-64.0% | $2,688-55.6% | $4,663-74.4% |
| Participant deferral / active EE | $1,602 | $5,164-69.0% | $4,257-62.4% | $6,689-76.1% |
| Admin fee / account holder | $220 | $8,383-97.4% | $6,421-96.6% | $13,390-98.4% |