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 | $46,462 | $65,712-29.3% | $57,196-18.8% | $273,972-83.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.88% | 22.01%-11.1pp | 14.59%-3.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,190 | $3,280-63.7% | $2,683-55.6% | $4,869-75.6% |
| Participant deferral / active EE | $22,500 | $3,782+494.9% | $3,096+626.7% | $5,287+325.6% |
| Admin fee / account holder | $15 | $4,838-99.7% | $3,141-99.5% | $10,133-99.9% |