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 | $27,645 | $150,447-81.6% | $136,298-79.7% | $147,586-81.3% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 13.43% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,169 | $5,256-77.8% | $4,696-75.1% | $4,876-76.0% |
| Participant deferral / active EE | $2,821 | $6,631-57.4% | $6,247-54.8% | $5,439-48.1% |
| Admin fee / account holder | $276 | $10,906-97.5% | $9,244-97.0% | $10,886-97.5% |