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 | $34,286 | $107,030-68.0% | $73,550-53.4% | $147,586-76.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 19.86% | 38.25%-18.4pp | -15.16%+35.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,555 | $1,760-11.7% | $1,219+27.5% | $4,876-68.1% |
| Participant deferral / active EE | $8,740 | $2,458+255.6% | $1,804+384.4% | $5,439+60.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |