Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,061 | $111,785-78.5% | $93,669-74.3% | $145,877-83.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 10.56% | 203.79%-193.2pp | 133.59%-123.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $932 | $3,096-69.9% | $2,424-61.5% | $4,663-80.0% |
| Participant deferral / active EE | $1,749 | $4,919-64.4% | $4,416-60.4% | $6,691-73.9% |
| Admin fee / account holder | $24 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |