Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,878 | $117,829-67.0% | $102,423-62.0% | $145,877-73.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 9.49% | 31.83%-22.3pp | 29.42%-19.9pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,481 | $3,615-59.0% | $3,023-51.0% | $4,663-68.2% |
| Participant deferral / active EE | $7,524 | $5,732+31.2% | $5,054+48.9% | $6,691+12.4% |
| Admin fee / account holder | $45 | $13,335-99.7% | $9,455-99.5% | $13,402-99.7% |