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 | $23,985 | $150,446-84.1% | $136,297-82.4% | $147,585-83.7% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 18.23% | 1049.14%-1030.9pp | 5156.19%-5138.0pp | 578.58%-560.3pp |
| Employer contribution / active EE | $5,164 | $5,256-1.8% | $4,696+10.0% | $4,876+5.9% |
| Participant deferral / active EE | $8,573 | $6,631+29.3% | $6,247+37.2% | $5,439+57.6% |
| Admin fee / account holder | $232 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |