Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,668 | $88,754-84.6% | $81,820-83.3% | $145,877-90.6% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 27.26% | 1031.77%-1004.5pp | 777.93%-750.7pp | 551.28%-524.0pp |
| Employer contribution / active EE | $1,503 | $3,085-51.3% | $2,915-48.4% | $4,663-67.8% |
| Participant deferral / active EE | $3,044 | $4,648-34.5% | $4,323-29.6% | $6,691-54.5% |
| Admin fee / account holder | $176 | $8,424-97.9% | $7,391-97.6% | $13,402-98.7% |