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 | $44,669 | $104,694-57.3% | $85,709-47.9% | $167,536-73.3% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.50% | 21.45%-9.0pp | 21.49%-9.0pp | 478.82%-466.3pp |
| Employer contribution / active EE | $762 | $3,337-77.2% | $2,619-70.9% | $4,839-84.3% |
| Participant deferral / active EE | $2,571 | $4,826-46.7% | $3,924-34.5% | $6,342-59.5% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |