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 | $33,983 | $168,636-79.8% | $147,618-77.0% | $125,388-72.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,696 | $6,252-72.9% | $5,565-69.5% | $4,866-65.1% |
| Participant deferral / active EE | $4,493 | $5,507-18.4% | $4,895-8.2% | $5,352-16.0% |
| Admin fee / account holder | $256 | $13,580-98.1% | $11,612-97.8% | $9,541-97.3% |