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 | $74,279 | $85,766-13.4% | $136,298-45.5% | $70,126+5.9% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 22.34% | 31.46%-9.1pp | 5156.27%-5133.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,582 | $2,966-46.7% | $4,696-66.3% | $2,343-32.5% |
| Participant deferral / active EE | $7,297 | $5,051+44.4% | $6,247+16.8% | $3,332+119.0% |
| Admin fee / account holder | $5 | $5,421-99.9% | $9,244-99.9% | $4,645-99.9% |