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 | $34,182 | $78,707-56.6% | $117,861-71.0% | $70,126-51.3% |
| Participation rate | 70.2% | 73.2%-3.0pp | 79.7%-9.5pp | 69.5%+0.7pp |
| Annual return | 12.85% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,102 | $2,223-50.4% | $3,786-70.9% | $2,343-52.9% |
| Participant deferral / active EE | $1,789 | $3,297-45.8% | $4,482-60.1% | $3,332-46.3% |
| Admin fee / account holder | $282 | $5,066-94.4% | $8,021-96.5% | $4,645-93.9% |