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 | $30,254 | $72,071-58.0% | $68,368-55.7% | $137,256-78.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 17.68% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,713 | $2,788-38.6% | $2,649-35.3% | $4,156-58.8% |
| Participant deferral / active EE | $3,551 | $4,410-19.5% | $4,123-13.9% | $6,407-44.6% |
| Admin fee / account holder | $290 | $5,336-94.6% | $5,150-94.4% | $12,270-97.6% |