Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,555 | $118,877-75.1% | $96,570-69.4% | $167,536-82.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.00% | 50.50%-38.5pp | 37.79%-25.8pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,295 | $3,121-58.5% | $2,357-45.0% | $4,839-73.2% |
| Participant deferral / active EE | $5,742 | $4,617+24.4% | $3,849+49.2% | $6,342-9.5% |
| Admin fee / account holder | $220 | $8,069-97.3% | $6,182-96.4% | $12,315-98.2% |