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 | $22,928 | $96,508-76.2% | $75,901-69.8% | $152,897-85.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.5%-7.5pp |
| Annual return | 63.27% | 33.99%+29.3pp | 30.76%+32.5pp | 345.43%-282.2pp |
| Employer contribution / active EE | $515 | $3,310-84.4% | $2,501-79.4% | $4,764-89.2% |
| Participant deferral / active EE | $2,133 | $4,554-53.2% | $3,603-40.8% | $5,851-63.5% |
| Admin fee / account holder | $88 | $8,081-98.9% | $5,420-98.4% | $11,599-99.2% |