Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,838 | $111,878-78.7% | $93,727-74.6% | $145,897-83.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.99% | 204.28%-188.3pp | 133.83%-117.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,503 | $3,092-51.4% | $2,421-37.9% | $4,663-67.8% |
| Participant deferral / active EE | $1,775 | $4,920-63.9% | $4,417-59.8% | $6,689-73.5% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |