Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,378 | $148,623-80.2% | $135,974-78.4% | $139,466-78.9% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 21.66% | 79.30%-57.6pp | 68.30%-46.6pp | 373.66%-352.0pp |
| Employer contribution / active EE | $1,668 | $5,246-68.2% | $4,859-65.7% | $4,754-64.9% |
| Participant deferral / active EE | $4,530 | $8,103-44.1% | $7,760-41.6% | $6,712-32.5% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |