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 | $22,104 | $73,546-69.9% | $63,018-64.9% | $147,586-85.0% |
| Participation rate | 72.2% | 77.9%-5.6pp | 74.8%-2.6pp | 82.8%-10.6pp |
| Annual return | 12.43% | 175.56%-163.1pp | 87.62%-75.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,049 | $3,324-68.4% | $2,761-62.0% | $4,876-78.5% |
| Participant deferral / active EE | $2,322 | $4,185-44.5% | $3,330-30.3% | $5,439-57.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |