Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,307 | $100,139-68.7% | $85,187-63.2% | $145,884-78.5% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 17.60% | 84.15%-66.6pp | 66.67%-49.1pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,694 | $3,238-47.7% | $2,732-38.0% | $4,662-63.7% |
| Participant deferral / active EE | $3,725 | $5,296-29.6% | $4,525-17.7% | $6,690-44.3% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |