Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,831 | $97,125-65.2% | $86,233-60.8% | $137,256-75.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 17.08% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,187 | $2,841-58.2% | $2,504-52.6% | $4,156-71.4% |
| Participant deferral / active EE | $2,343 | $5,180-54.8% | $4,559-48.6% | $6,407-63.4% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |