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 | $41,455 | $217,427-80.9% | $185,837-77.7% | $167,518-75.3% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 10.61% | 148.39%-137.8pp | 122.08%-111.5pp | 478.71%-468.1pp |
| Employer contribution / active EE | $1,842 | $5,874-68.6% | $5,168-64.4% | $4,838-61.9% |
| Participant deferral / active EE | $3,610 | $6,357-43.2% | $5,568-35.2% | $6,342-43.1% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |