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 | $30,590 | $65,961-53.6% | $180,320-83.0% | $94,015-67.5% |
| Participation rate | 73.3% | 61.3%+12.1pp | 71.5%+1.8pp | 70.8%+2.5pp |
| Annual return | 13.30% | 14.27%-1.0pp | 778.54%-765.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,108 | $1,737+21.3% | $4,108-48.7% | $2,790-24.5% |
| Participant deferral / active EE | $3,795 | $3,003+26.4% | $4,304-11.8% | $4,249-10.7% |
| Admin fee / account holder | $230 | $4,901-95.3% | $10,000-97.7% | $8,951-97.4% |