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 | $30,149 | $100,938-70.1% | $90,461-66.7% | $158,982-81.0% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 17.80% | 1727.20%-1709.4pp | 1294.76%-1277.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $3,341 | $3,691-9.5% | $3,264+2.4% | $4,763-29.8% |
| Participant deferral / active EE | $1,643 | $4,350-62.2% | $3,964-58.6% | $5,983-72.5% |
| Admin fee / account holder | $285 | $6,510-95.6% | $5,617-94.9% | $11,252-97.5% |