Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,243 | $88,815-81.7% | $81,882-80.2% | $145,897-88.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 14.82% | 1033.75%-1018.9pp | 779.47%-764.6pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,766 | $3,086-10.4% | $2,916-5.1% | $4,663-40.7% |
| Participant deferral / active EE | $2,014 | $4,647-56.7% | $4,323-53.4% | $6,689-69.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |