Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,863 | $104,937-83.0% | $84,628-78.9% | $152,897-88.3% |
| Participation rate | 77.8% | 74.8%+2.9pp | 68.2%+9.5pp | 82.5%-4.7pp |
| Annual return | 36.40% | 373.88%-337.5pp | 258.80%-222.4pp | 345.43%-309.0pp |
| Employer contribution / active EE | $1,474 | $3,303-55.4% | $2,653-44.4% | $4,764-69.1% |
| Participant deferral / active EE | $4,486 | $4,690-4.3% | $3,900+15.0% | $5,851-23.3% |
| Admin fee / account holder | $55 | $6,243-99.1% | $4,914-98.9% | $11,599-99.5% |