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 | $41,476 | $118,875-65.1% | $96,572-57.1% | $167,553-75.2% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.8pp | 82.1%+9.6pp |
| Annual return | 11.20% | 50.50%-39.3pp | 37.79%-26.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,281 | $3,121-26.9% | $2,357-3.2% | $4,840-52.9% |
| Participant deferral / active EE | $6,876 | $4,617+48.9% | $3,850+78.6% | $6,343+8.4% |
| Admin fee / account holder | $7 | $8,070-99.9% | $6,183-99.9% | $12,316-99.9% |