Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,031 | $149,040-84.5% | $120,225-80.8% | $137,256-83.2% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 23.94% | 605.68%-581.7pp | 439.23%-415.3pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,588 | $4,350-63.5% | $3,475-54.3% | $4,156-61.8% |
| Participant deferral / active EE | $4,186 | $4,655-10.1% | $3,999+4.7% | $6,407-34.7% |
| Admin fee / account holder | $44 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |