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 | $29,310 | $96,388-69.6% | $80,627-63.6% | $139,466-79.0% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 13.42% | 1352.08%-1338.7pp | 936.76%-923.3pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,178 | $3,260-63.9% | $2,723-56.7% | $4,754-75.2% |
| Participant deferral / active EE | $2,659 | $5,224-49.1% | $4,443-40.2% | $6,712-60.4% |
| Admin fee / account holder | $204 | $6,603-96.9% | $5,381-96.2% | $11,409-98.2% |