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 | $35,839 | $148,629-75.9% | $135,982-73.6% | $139,487-74.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.45% | 79.33%-53.9pp | 68.32%-42.9pp | 373.84%-348.4pp |
| Employer contribution / active EE | $1,213 | $5,247-76.9% | $4,859-75.0% | $4,755-74.5% |
| Participant deferral / active EE | $4,048 | $8,102-50.0% | $7,760-47.8% | $6,713-39.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |