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 | $37,123 | $63,346-41.4% | $92,239-59.8% | $70,124-47.1% |
| Participation rate | 88.2% | 68.7%+19.5pp | 76.5%+11.7pp | 69.5%+18.6pp |
| Annual return | 16.49% | 530.19%-513.7pp | 176.29%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,576 | $2,854-9.7% | $3,897-33.9% | $3,332-22.7% |
| Admin fee / account holder | $75 | $3,841-98.0% | $5,194-98.6% | $4,645-98.4% |