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 | $17,587 | $90,607-80.6% | $79,467-77.9% | $135,380-87.0% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 12.30% | 977.74%-965.4pp | 718.30%-706.0pp | 519.81%-507.5pp |
| Employer contribution / active EE | $1,670 | $3,068-45.6% | $2,800-40.4% | $4,779-65.1% |
| Participant deferral / active EE | $1,855 | $4,050-54.2% | $3,704-49.9% | $5,609-66.9% |
| Admin fee / account holder | $22 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |