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 | $52,280 | $49,177+6.3% | $79,467-34.2% | $64,173-18.5% |
| Participation rate | 97.4% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.8pp |
| Annual return | 29.72% | -1.16%+30.9pp | 718.30%-688.6pp | 7.63%+22.1pp |
| Employer contribution / active EE | $434 | $2,076-79.1% | $2,800-84.5% | $2,381-81.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $262 | $3,839-93.2% | $5,104-94.9% | $4,887-94.6% |