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 | $134,817-82.1% | $123,973-80.5% | $155,188-84.4% |
| Participation rate | 70.8% | 79.4%-8.6pp | 76.7%-5.8pp | 80.8%-10.0pp |
| Annual return | 15.91% | 515.49%-499.6pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,036 | $4,425-76.6% | $4,126-74.9% | $4,248-75.6% |
| Participant deferral / active EE | $1,932 | $5,706-66.1% | $5,247-63.2% | $6,531-70.4% |
| Admin fee / account holder | $84 | $13,245-99.4% | $11,799-99.3% | $14,480-99.4% |