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 | $34,300 | $93,064-63.1% | $74,577-54.0% | $273,972-87.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.35% | 26.18%-17.8pp | 20.47%-12.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,592 | $3,160-49.6% | $2,525-37.0% | $4,869-67.3% |
| Participant deferral / active EE | $8,881 | $4,160+113.5% | $3,458+156.8% | $5,287+68.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |