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 | $31,081 | $101,063-69.2% | $81,473-61.9% | $147,586-78.9% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.4pp | 82.8%+9.5pp |
| Annual return | 19.27% | 32.41%-13.1pp | 38.78%-19.5pp | 578.59%-559.3pp |
| Employer contribution / active EE | $3,133 | $3,206-2.3% | $2,568+22.0% | $4,876-35.8% |
| Participant deferral / active EE | $8,051 | $4,242+89.8% | $3,537+127.6% | $5,439+48.0% |
| Admin fee / account holder | $230 | $5,812-96.0% | $4,561-95.0% | $10,886-97.9% |