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 | $30,744 | $117,904-73.9% | $102,457-70.0% | $145,978-78.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.79% | 31.80%-19.0pp | 29.41%-16.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $7,434 | $3,613+105.7% | $3,022+146.0% | $4,662+59.5% |
| Participant deferral / active EE | $7,164 | $5,733+25.0% | $5,054+41.7% | $6,690+7.1% |
| Admin fee / account holder | $79 | $13,329-99.4% | $9,451-99.2% | $13,400-99.4% |