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 | $78,552 | $45,152+74.0% | $73,836+6.4% | $59,633+31.7% |
| Participation rate | 92.3% | 64.0%+28.3pp | 73.4%+18.9pp | 68.7%+23.6pp |
| Annual return | 0.07% | 27.40%-27.3pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,742 | $1,901-8.4% | $2,787-37.5% | $2,203-20.9% |
| Participant deferral / active EE | $3,027 | $2,573+17.6% | $3,583-15.5% | $3,192-5.2% |
| Admin fee / account holder | $49 | $3,515-98.6% | $4,882-99.0% | $4,297-98.9% |