Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,021 | $110,410-71.9% | $102,437-69.7% | $145,897-78.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 16.92% | 24.85%-7.9pp | 24.95%-8.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,471 | $4,217-41.4% | $3,871-36.2% | $4,663-47.0% |
| Participant deferral / active EE | $6,200 | $5,622+10.3% | $5,060+22.5% | $6,689-7.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |