Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,093 | $111,814-73.1% | $103,374-70.9% | $145,959-79.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.71% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,431 | $4,214-18.6% | $3,869-11.3% | $4,661-26.4% |
| Participant deferral / active EE | $9,270 | $5,618+65.0% | $5,058+83.3% | $6,689+38.6% |
| Admin fee / account holder | $110 | $9,754-98.9% | $8,394-98.7% | $13,398-99.2% |