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 | $24,149 | $114,119-78.8% | $107,187-77.5% | $138,895-82.6% |
| Participation rate | 70.8% | 78.1%-7.2pp | 75.0%-4.2pp | 79.9%-9.1pp |
| Annual return | 15.91% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,036 | $4,059-74.5% | $3,782-72.6% | $4,194-75.3% |
| Participant deferral / active EE | $1,932 | $5,538-65.1% | $5,096-62.1% | $6,396-69.8% |
| Admin fee / account holder | $84 | $10,024-99.2% | $9,162-99.1% | $12,562-99.3% |