Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,923 | $99,345-47.7% | $84,753-38.7% | $273,972-81.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $8,626 | $4,214+104.7% | $3,574+141.3% | $4,869+77.2% |
| Participant deferral / active EE | $7,399 | $4,270+73.3% | $3,712+99.3% | $5,287+39.9% |
| Admin fee / account holder | $26 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |