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 | $35,475 | $53,128-33.2% | $86,582-59.0% | $70,126-49.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.58% | 27.66%-13.1pp | 965.08%-950.5pp | 73.15%-58.6pp |
| Employer contribution / active EE | $786 | $2,068-62.0% | $2,839-72.3% | $2,343-66.4% |
| Participant deferral / active EE | $1,802 | $2,695-33.1% | $3,609-50.1% | $3,332-45.9% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |