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 | $29,621 | $156,616-81.1% | $133,346-77.8% | $198,609-85.1% |
| Participation rate | 86.7% | 77.7%+8.9pp | 72.8%+13.8pp | 82.4%+4.3pp |
| Annual return | 10.08% | 44.25%-34.2pp | 36.85%-26.8pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $187 | $17,468-98.9% | $14,264-98.7% | $19,030-99.0% |