Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,426 | $69,230-50.3% | $64,085-46.3% | $139,427-75.3% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.23% | 45.89%-34.7pp | 33.69%-22.5pp | 373.27%-362.0pp |
| Employer contribution / active EE | $824 | $3,182-74.1% | $2,747-70.0% | $4,752-82.7% |
| Participant deferral / active EE | $1,400 | $4,681-70.1% | $3,881-63.9% | $6,711-79.1% |
| Admin fee / account holder | $132 | $4,246-96.9% | $3,069-95.7% | $11,404-98.8% |