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 | $25,584 | $85,169-70.0% | $172,755-85.2% | $72,983-64.9% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 24.37% | 27.32%-3.0pp | 802.94%-778.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,674 | $3,324-49.6% | $5,144-67.5% | $2,440-31.4% |
| Participant deferral / active EE | $3,145 | $3,260-3.5% | $5,198-39.5% | $3,608-12.8% |
| Admin fee / account holder | $284 | $5,880-95.2% | $13,955-98.0% | $5,124-94.4% |