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 | $34,295 | $115,911-70.4% | $100,530-65.9% | $158,950-78.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.48% | 34.80%-9.3pp | 30.89%-5.4pp | 302.91%-277.4pp |
| Employer contribution / active EE | $2,924 | $4,104-28.8% | $3,418-14.5% | $4,762-38.6% |
| Participant deferral / active EE | $3,399 | $6,676-49.1% | $6,271-45.8% | $5,983-43.2% |
| Admin fee / account holder | $97 | $10,999-99.1% | $8,083-98.8% | $11,248-99.1% |