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 | $29,803 | $54,380-45.2% | $68,509-56.5% | $59,633-50.0% |
| Participation rate | 96.0% | 70.2%+25.8pp | 74.7%+21.3pp | 68.7%+27.3pp |
| Annual return | 31.23% | 2.83%+28.4pp | 8.27%+23.0pp | 2041.45%-2010.2pp |
| Employer contribution / active EE | $2,371 | $1,539+54.1% | $2,278+4.1% | $2,203+7.6% |
| Participant deferral / active EE | $5,407 | $2,643+104.6% | $3,382+59.9% | $3,192+69.4% |
| Admin fee / account holder | $131 | $3,885-96.6% | $5,275-97.5% | $4,297-96.9% |