Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,894 | $111,830-67.0% | $93,696-60.6% | $145,884-74.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.56% | 204.08%-191.5pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,253 | $3,093-27.2% | $2,422-7.0% | $4,662-51.7% |
| Participant deferral / active EE | $6,204 | $4,920+26.1% | $4,417+40.5% | $6,690-7.3% |
| Admin fee / account holder | $214 | $10,249-97.9% | $8,287-97.4% | $13,392-98.4% |