Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,987 | $176,120-86.4% | $159,487-85.0% | $167,553-85.7% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 20.30% | 331.95%-311.6pp | 263.71%-243.4pp | 478.89%-458.6pp |
| Employer contribution / active EE | $2,007 | $5,299-62.1% | $4,831-58.5% | $4,840-58.5% |
| Participant deferral / active EE | $4,830 | $7,752-37.7% | $7,354-34.3% | $6,343-23.9% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |