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 | $110,410-72.7% | $102,437-70.6% | $145,897-79.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.71% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,431 | $4,217-18.7% | $3,871-11.4% | $4,663-26.4% |
| Participant deferral / active EE | $9,270 | $5,622+64.9% | $5,060+83.2% | $6,689+38.6% |
| Admin fee / account holder | $110 | $9,745-98.9% | $8,388-98.7% | $13,390-99.2% |