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 | $52,783 | $144,130-63.4% | $117,861-55.2% | $147,586-64.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 19.83% | 531.20%-511.4pp | 335.11%-315.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,957 | $4,897-60.0% | $3,786-48.3% | $4,876-59.9% |
| Participant deferral / active EE | $2,504 | $5,316-52.9% | $4,482-44.1% | $5,439-54.0% |
| Admin fee / account holder | $123 | $10,887-98.9% | $8,021-98.5% | $10,886-98.9% |