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 | $30,421 | $99,011-69.3% | $86,582-64.9% | $147,586-79.4% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 19.97% | 1312.75%-1292.8pp | 965.08%-945.1pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,811 | $3,132-42.2% | $2,839-36.2% | $4,876-62.9% |
| Participant deferral / active EE | $4,057 | $3,972+2.1% | $3,609+12.4% | $5,439-25.4% |
| Admin fee / account holder | $100 | $5,709-98.2% | $4,904-98.0% | $10,886-99.1% |