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 | $47,508 | $100,203-52.6% | $85,240-44.3% | $145,897-67.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.01% | 84.28%-74.3pp | 66.75%-56.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $3,783 | $3,242+16.7% | $2,735+38.3% | $4,663-18.9% |
| Participant deferral / active EE | $2,647 | $5,299-50.0% | $4,527-41.5% | $6,689-60.4% |
| Admin fee / account holder | $26 | $7,265-99.6% | $6,165-99.6% | $13,390-99.8% |