Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,284 | $118,869-73.7% | $96,575-67.6% | $167,518-81.3% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 21.27% | 50.49%-29.2pp | 37.79%-16.5pp | 478.71%-457.4pp |
| Employer contribution / active EE | $2,500 | $3,120-19.9% | $2,357+6.1% | $4,838-48.3% |
| Participant deferral / active EE | $4,660 | $4,616+0.9% | $3,849+21.1% | $6,342-26.5% |
| Admin fee / account holder | $30 | $8,067-99.6% | $6,182-99.5% | $12,312-99.8% |