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 | $24,119 | $108,226-77.7% | $77,513-68.9% | $158,950-84.8% |
| Participation rate | 94.4% | 64.4%+30.0pp | 54.2%+40.3pp | 82.0%+12.5pp |
| Annual return | 17.79% | 31.67%-13.9pp | 54.81%-37.0pp | 302.91%-285.1pp |
| Employer contribution / active EE | $7,589 | $1,325+472.7% | $987+669.2% | $4,762+59.4% |
| Participant deferral / active EE | $2,914 | $2,456+18.7% | $1,861+56.6% | $5,983-51.3% |
| Admin fee / account holder | $240 | $3,710-93.5% | $2,859-91.6% | $11,248-97.9% |