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 | $74,614 | $99,009-24.6% | $86,581-13.8% | $147,585-49.4% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 16.88% | 1312.70%-1295.8pp | 965.06%-948.2pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,516 | $3,132-51.6% | $2,840-46.6% | $4,876-68.9% |
| Participant deferral / active EE | $2,056 | $3,972-48.2% | $3,609-43.0% | $5,439-62.2% |
| Admin fee / account holder | -$544 | $5,709-109.5% | $4,904-111.1% | $10,886-105.0% |