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 | $32,926 | $162,529-79.7% | $130,788-74.8% | $154,746-78.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.28% | 510.48%-492.2pp | 386.44%-368.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $960 | $4,447-78.4% | $3,558-73.0% | $4,379-78.1% |
| Participant deferral / active EE | $4,075 | $4,808-15.3% | $4,137-1.5% | $6,730-39.5% |
| Admin fee / account holder | $63 | $7,669-99.2% | $6,673-99.1% | $14,365-99.6% |