Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,742 | $109,872-69.3% | $98,483-65.7% | $167,536-79.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 19.57% | 1959.31%-1939.7pp | 1494.38%-1474.8pp | 478.82%-459.2pp |
| Employer contribution / active EE | $1,481 | $3,225-54.1% | $2,961-50.0% | $4,839-69.4% |
| Participant deferral / active EE | $3,771 | $4,673-19.3% | $4,276-11.8% | $6,342-40.5% |
| Admin fee / account holder | $25 | $6,757-99.6% | $5,953-99.6% | $12,315-99.8% |