Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,300 | $88,702-78.2% | $81,780-76.4% | $145,978-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.76% | 1029.12%-1016.4pp | 776.27%-763.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,938 | $3,084-37.2% | $2,914-33.5% | $4,662-58.4% |
| Participant deferral / active EE | $2,204 | $4,645-52.6% | $4,321-49.0% | $6,690-67.1% |
| Admin fee / account holder | $14 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |