Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,507 | $105,867-70.2% | $90,760-65.3% | $134,532-76.6% |
| Participation rate | 92.3% | 78.3%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | 16.60% | -10.99%+27.6pp | -12.16%+28.8pp | 418.27%-401.7pp |
| Employer contribution / active EE | $5,177 | $3,464+49.5% | $2,922+77.2% | $4,741+9.2% |
| Participant deferral / active EE | $10,963 | $5,217+110.1% | $4,565+140.2% | $6,401+71.3% |
| Admin fee / account holder | $40 | $13,936-99.7% | $8,444-99.5% | $11,429-99.7% |