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 | $19,231 | $107,030-82.0% | $73,550-73.9% | $147,586-87.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 20.50% | 38.25%-17.7pp | -15.16%+35.7pp | 578.59%-558.1pp |
| Employer contribution / active EE | $5,043 | $1,760+186.4% | $1,219+313.6% | $4,876+3.4% |
| Participant deferral / active EE | $3,515 | $2,458+43.0% | $1,804+94.8% | $5,439-35.4% |
| Admin fee / account holder | $94 | $3,055-96.9% | $2,320-95.9% | $10,886-99.1% |