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 | $34,972 | $108,942-67.9% | $100,415-65.2% | $145,897-76.0% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.1pp | 80.3%+6.4pp |
| Annual return | 10.52% | 58.27%-47.8pp | 49.47%-39.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,623 | $4,422-18.1% | $3,943-8.1% | $4,663-22.3% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20 | $9,702-99.8% | $7,906-99.7% | $13,390-99.9% |