Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,364 | $124,336-75.6% | $111,303-72.7% | $167,518-81.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.98% | 37.45%-22.5pp | 54.66%-39.7pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,878 | $3,436-45.4% | $2,731-31.2% | $4,838-61.2% |
| Participant deferral / active EE | $9,063 | $5,181+74.9% | $4,487+102.0% | $6,342+42.9% |
| Admin fee / account holder | $180 | $10,623-98.3% | $7,966-97.7% | $12,312-98.5% |