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 | $43,226 | $88,754-51.3% | $81,820-47.2% | $145,877-70.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.04% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,712 | $3,085-44.5% | $2,915-41.3% | $4,663-63.3% |
| Participant deferral / active EE | $6,127 | $4,648+31.8% | $4,323+41.7% | $6,691-8.4% |
| Admin fee / account holder | $57 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |