Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,171 | $90,530-86.6% | $76,030-84.0% | $145,897-91.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 17.45% | 625.08%-607.6pp | 361.54%-344.1pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,566 | $3,319-52.8% | $2,688-41.7% | $4,663-66.4% |
| Participant deferral / active EE | $3,487 | $5,164-32.5% | $4,257-18.1% | $6,689-47.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |