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 | $36,423 | $132,634-72.5% | $115,768-68.5% | $137,256-73.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.12% | 160.70%-145.6pp | 100.46%-85.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $938 | $3,360-72.1% | $2,940-68.1% | $4,156-77.4% |
| Participant deferral / active EE | $2,572 | $5,619-54.2% | $4,917-47.7% | $6,407-59.8% |
| Admin fee / account holder | $170 | $15,028-98.9% | $12,439-98.6% | $12,270-98.6% |