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 | $34,393 | $78,428-56.1% | $95,960-64.2% | $79,852-56.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 39.30% | 19.37%+19.9pp | 91.63%-52.3pp | 31.72%+7.6pp |
| Employer contribution / active EE | $5,381 | $1,945+176.6% | $2,541+111.7% | $2,471+117.7% |
| Participant deferral / active EE | $4,153 | $3,440+20.7% | $4,167-0.3% | $3,740+11.0% |
| Admin fee / account holder | $263 | $5,622-95.3% | $6,797-96.1% | $5,306-95.0% |