Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,691 | $109,372-81.1% | $89,414-76.9% | $158,966-87.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.59% | 345.55%-327.0pp | 245.50%-226.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $1,188 | $3,171-62.6% | $2,586-54.1% | $4,762-75.1% |
| Participant deferral / active EE | $4,969 | $4,598+8.1% | $3,890+27.7% | $5,983-17.0% |
| Admin fee / account holder | $162 | $6,156-97.4% | $4,883-96.7% | $11,250-98.6% |