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 | $27,114 | $157,304-82.8% | $141,197-80.8% | $152,909-82.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 25.47% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $2,682 | $5,263-49.0% | $4,736-43.4% | $4,764-43.7% |
| Participant deferral / active EE | $3,210 | $7,111-54.9% | $6,710-52.2% | $5,851-45.1% |
| Admin fee / account holder | $140 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |