Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,724 | $109,411-84.7% | $89,435-81.3% | $158,982-89.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 17.11% | 345.68%-328.6pp | 245.55%-228.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $1,752 | $3,173-44.8% | $2,587-32.3% | $4,763-63.2% |
| Participant deferral / active EE | $6,500 | $4,600+41.3% | $3,890+67.1% | $5,983+8.6% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |