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 | $19,078 | $73,518-74.0% | $63,003-69.7% | $147,585-87.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 43.01% | 175.46%-132.4pp | 87.59%-44.6pp | 578.57%-535.6pp |
| Employer contribution / active EE | $3,491 | $3,322+5.1% | $2,760+26.5% | $4,876-28.4% |
| Participant deferral / active EE | $6,362 | $4,183+52.1% | $3,329+91.1% | $5,439+17.0% |
| Admin fee / account holder | $152 | $5,952-97.5% | $3,600-95.8% | $10,885-98.6% |