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 | $29,813 | $113,338-73.7% | $94,993-68.6% | $147,586-79.8% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 16.99% | 20.80%-3.8pp | 27.14%-10.2pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,553 | $3,160-19.2% | $2,603-2.0% | $4,876-47.7% |
| Participant deferral / active EE | $6,142 | $3,777+62.6% | $3,317+85.2% | $5,439+12.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |