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 | $35,632 | $63,346-43.7% | $92,240-61.4% | $70,126-49.2% |
| Participation rate | 77.2% | 68.7%+8.5pp | 76.5%+0.7pp | 69.5%+7.7pp |
| Annual return | 20.70% | 530.19%-509.5pp | 176.29%-155.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,153 | $2,471-53.4% | $3,680-68.7% | $2,343-50.8% |
| Participant deferral / active EE | $2,817 | $2,854-1.3% | $3,897-27.7% | $3,332-15.4% |
| Admin fee / account holder | $216 | $3,841-94.4% | $5,194-95.8% | $4,645-95.3% |