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 | $27,035 | $88,754-69.5% | $81,820-67.0% | $145,877-81.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 13.16% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,020 | $3,085-67.0% | $2,915-65.0% | $4,663-78.1% |
| Participant deferral / active EE | $2,208 | $4,648-52.5% | $4,323-48.9% | $6,691-67.0% |
| Admin fee / account holder | $218 | $8,424-97.4% | $7,391-97.1% | $13,402-98.4% |