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 | $36,838 | $110,337-66.6% | $102,383-64.0% | $145,877-74.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 19.86% | 24.83%-5.0pp | 24.94%-5.1pp | 551.28%-531.4pp |
| Employer contribution / active EE | $1,919 | $4,216-54.5% | $3,870-50.4% | $4,663-58.8% |
| Participant deferral / active EE | $3,362 | $5,621-40.2% | $5,060-33.6% | $6,691-49.7% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |