Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,151 | $157,296-80.2% | $141,191-77.9% | $152,897-79.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.74% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,989 | $5,262-62.2% | $4,736-58.0% | $4,764-58.2% |
| Participant deferral / active EE | $5,926 | $7,111-16.7% | $6,710-11.7% | $5,851+1.3% |
| Admin fee / account holder | $24 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |