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 | $74,869 | $78,694-4.9% | $67,652+10.7% | $125,393-40.3% |
| Participation rate | 94.7% | 78.8%+15.9pp | 75.7%+19.1pp | 83.2%+11.5pp |
| Annual return | 1.38% | 9.46%-8.1pp | 6625.04%-6623.7pp | 282.23%-280.9pp |
| Employer contribution / active EE | $962 | $3,044-68.4% | $2,266-57.5% | $4,866-80.2% |
| Participant deferral / active EE | $5,033 | $4,292+17.3% | $3,560+41.4% | $5,351-5.9% |
| Admin fee / account holder | $24 | $7,403-99.7% | $4,821-99.5% | $9,541-99.7% |