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 | $40,900 | $99,652-59.0% | $78,778-48.1% | $147,586-72.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.80% | 47.28%-30.5pp | 35.62%-18.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,608 | $2,796+29.0% | $1,986+81.7% | $4,876-26.0% |
| Participant deferral / active EE | $10,361 | $3,664+182.8% | $2,958+250.2% | $5,439+90.5% |
| Admin fee / account holder | $152 | $7,155-97.9% | $5,134-97.0% | $10,886-98.6% |