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 | $34,946 | $135,956-74.3% | $123,894-71.8% | $273,972-87.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.33% | 56.63%-45.3pp | 47.52%-36.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,500 | $5,170-71.0% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $12,690 | $6,343+100.1% | $5,984+112.1% | $5,287+140.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |