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 | $39,538 | $104,251-62.1% | $91,004-56.6% | $147,585-73.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.54% | 27.06%-5.5pp | 4.60%+16.9pp | 578.58%-557.0pp |
| Employer contribution / active EE | $4,131 | $3,116+32.6% | $2,456+68.2% | $4,876-15.3% |
| Participant deferral / active EE | $1,796 | $4,195-57.2% | $3,548-49.4% | $5,439-67.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |