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 | $36,822 | $90,504-59.3% | $78,690-53.2% | $273,965-86.6% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.61% | 75.61%-70.0pp | 62.18%-56.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,836 | $3,901-1.7% | $3,517+9.1% | $5,287-27.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |