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 | $37,953 | $110,240-65.6% | $96,544-60.7% | $139,487-72.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.08% | 26.41%-15.3pp | 25.88%-14.8pp | 373.84%-362.8pp |
| Employer contribution / active EE | $1,413 | $3,622-61.0% | $2,966-52.4% | $4,755-70.3% |
| Participant deferral / active EE | $3,855 | $5,549-30.5% | $4,851-20.5% | $6,713-42.6% |
| Admin fee / account holder | $30 | $11,602-99.7% | $8,254-99.6% | $11,407-99.7% |