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 | $37,989 | $150,346-74.7% | $120,524-68.5% | $145,877-74.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.31% | 154.40%-142.1pp | 107.36%-95.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,550 | $4,353-64.4% | $3,469-55.3% | $4,663-66.8% |
| Participant deferral / active EE | $1,821 | $6,172-70.5% | $4,994-63.5% | $6,691-72.8% |
| Admin fee / account holder | $283 | $12,215-97.7% | $9,440-97.0% | $13,402-97.9% |