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 | $15,569 | $103,000-84.9% | $90,300-82.8% | $152,885-89.8% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.5%+7.0pp |
| Annual return | 25.58% | 95.19%-69.6pp | 78.11%-52.5pp | 345.39%-319.8pp |
| Employer contribution / active EE | $1,239 | $3,138-60.5% | $2,854-56.6% | $4,763-74.0% |
| Participant deferral / active EE | $1,637 | $4,281-61.8% | $3,884-57.9% | $5,851-72.0% |
| Admin fee / account holder | $5 | $6,173-99.9% | $5,353-99.9% | $11,598-100.0% |