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 | $31,733 | $112,729-71.9% | $98,716-67.9% | $137,256-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.17% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,792 | $2,725-34.2% | $2,279-21.3% | $4,156-56.9% |
| Participant deferral / active EE | $4,118 | $4,640-11.2% | $4,048+1.7% | $6,407-35.7% |
| Admin fee / account holder | $35 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |