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 | $45,862 | $93,346-50.9% | $71,796-36.1% | $273,972-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.19% | 130.39%-124.2pp | 78.04%-71.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,270 | $2,733-16.9% | $1,924+18.0% | $4,869-53.4% |
| Participant deferral / active EE | $3,037 | $3,475-12.6% | $2,794+8.7% | $5,287-42.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |