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 | $28,778 | $124,314-76.9% | $109,163-73.6% | $167,518-82.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.21% | 26.04%-7.8pp | 25.75%-7.5pp | 478.71%-460.5pp |
| Employer contribution / active EE | $2,860 | $4,209-32.0% | $3,723-23.2% | $4,838-40.9% |
| Participant deferral / active EE | $4,030 | $5,256-23.3% | $4,654-13.4% | $6,342-36.4% |
| Admin fee / account holder | $195 | $7,973-97.6% | $6,754-97.1% | $12,312-98.4% |