Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,723 | $88,702-83.4% | $81,780-82.0% | $145,978-89.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.40% | 1029.12%-1015.7pp | 776.27%-762.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,772 | $3,084-42.6% | $2,914-39.2% | $4,662-62.0% |
| Participant deferral / active EE | $3,536 | $4,645-23.9% | $4,321-18.2% | $6,690-47.1% |
| Admin fee / account holder | $183 | $8,414-97.8% | $7,384-97.5% | $13,400-98.6% |