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 | $33,218 | $100,262-66.9% | $81,370-59.2% | $145,897-77.2% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 9.38% | 34.52%-25.1pp | 24.85%-15.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,442 | $2,979-51.6% | $2,464-41.5% | $4,663-69.1% |
| Participant deferral / active EE | $1,124 | $4,612-75.6% | $3,885-71.1% | $6,689-83.2% |
| Admin fee / account holder | $6 | $8,163-99.9% | $5,749-99.9% | $13,390-100.0% |