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 | $124,980-76.3% | $108,359-72.7% | $154,746-80.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 70.1%+16.5pp | 80.7%+6.0pp |
| Annual return | 10.08% | 45.00%-34.9pp | 36.89%-26.8pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $187 | $11,502-98.4% | $9,741-98.1% | $14,365-98.7% |