Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,093 | $110,337-72.7% | $102,383-70.6% | $145,877-79.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.71% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,431 | $4,216-18.6% | $3,870-11.4% | $4,663-26.4% |
| Participant deferral / active EE | $9,270 | $5,621+64.9% | $5,060+83.2% | $6,691+38.5% |
| Admin fee / account holder | $110 | $9,750-98.9% | $8,391-98.7% | $13,402-99.2% |