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 | $36,702 | $88,754-58.6% | $81,820-55.1% | $145,877-74.8% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 10.89% | 1031.77%-1020.9pp | 777.93%-767.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,932 | $3,085-37.4% | $2,915-33.7% | $4,663-58.6% |
| Participant deferral / active EE | $4,812 | $4,648+3.5% | $4,323+11.3% | $6,691-28.1% |
| Admin fee / account holder | $54 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |