Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,625 | $106,280-68.4% | $96,538-65.2% | $139,487-75.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 14.21% | 38.48%-24.3pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,850 | $4,107-54.9% | $3,740-50.5% | $4,755-61.1% |
| Participant deferral / active EE | $4,426 | $5,457-18.9% | $4,880-9.3% | $6,713-34.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |