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 | $38,418 | $98,240-60.9% | $82,313-53.3% | $147,585-74.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.62% | 30.85%-14.2pp | 25.88%-9.3pp | 578.58%-562.0pp |
| Employer contribution / active EE | $4,297 | $3,192+34.6% | $2,428+76.9% | $4,876-11.9% |
| Participant deferral / active EE | $5,657 | $4,383+29.1% | $3,706+52.6% | $5,439+4.0% |
| Admin fee / account holder | $185 | $8,563-97.8% | $5,608-96.7% | $10,886-98.3% |