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 | $29,628 | $103,008-71.2% | $90,304-67.2% | $152,897-80.6% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.5%+8.0pp |
| Annual return | 12.39% | 95.22%-82.8pp | 78.13%-65.7pp | 345.43%-333.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,382 | $4,281+2.4% | $3,885+12.8% | $5,851-25.1% |
| Admin fee / account holder | $133 | $6,175-97.8% | $5,354-97.5% | $11,599-98.9% |