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 | $31,358 | $100,938-68.9% | $90,461-65.3% | $158,982-80.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 7.37% | 1727.20%-1719.8pp | 1294.76%-1287.4pp | 302.99%-295.6pp |
| Employer contribution / active EE | $2,233 | $3,691-39.5% | $3,264-31.6% | $4,763-53.1% |
| Participant deferral / active EE | $2,294 | $4,350-47.2% | $3,964-42.1% | $5,983-61.7% |
| Admin fee / account holder | $26 | $6,510-99.6% | $5,617-99.5% | $11,252-99.8% |