Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,876 | $96,419-85.6% | $80,648-82.8% | $139,487-90.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.57% | 1352.86%-1332.3pp | 937.21%-916.6pp | 373.84%-353.3pp |
| Employer contribution / active EE | $1,186 | $3,261-63.6% | $2,724-56.5% | $4,755-75.1% |
| Participant deferral / active EE | $3,090 | $5,225-40.9% | $4,443-30.5% | $6,713-54.0% |
| Admin fee / account holder | $294 | $6,605-95.5% | $5,382-94.5% | $11,407-97.4% |