Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,082 | $69,518-43.8% | $59,887-34.7% | $135,379-71.1% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.7%+19.4pp | 82.6%+11.5pp |
| Annual return | 12.27% | 7.95%+4.3pp | 3.46%+8.8pp | 519.79%-507.5pp |
| Employer contribution / active EE | $738 | $3,235-77.2% | $2,722-72.9% | $4,779-84.5% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $198 | $5,734-96.5% | $3,591-94.5% | $10,828-98.2% |