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 | $117,895-73.9% | $102,460-70.0% | $145,897-78.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.79% | 31.92%-19.1pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $7,434 | $3,619+105.4% | $3,025+145.8% | $4,663+59.4% |
| Participant deferral / active EE | $7,164 | $5,736+24.9% | $5,056+41.7% | $6,689+7.1% |
| Admin fee / account holder | $79 | $13,353-99.4% | $9,460-99.2% | $13,390-99.4% |