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 | $45,438 | $176,402-74.2% | $134,162-66.1% | $158,982-71.4% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 14.61% | 63.66%-49.0pp | 36.35%-21.7pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,173 | $5,042-37.1% | $3,705-14.4% | $4,763-33.4% |
| Participant deferral / active EE | $3,173 | $4,093-22.5% | $3,500-9.3% | $5,983-47.0% |
| Admin fee / account holder | $15 | $8,719-99.8% | $6,685-99.8% | $11,252-99.9% |