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 | $49,204 | $105,623-53.4% | $87,502-43.8% | $273,972-82.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.78% | 12.26%-6.5pp | 12.21%-6.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $995 | $3,141-68.3% | $2,550-61.0% | $4,869-79.6% |
| Participant deferral / active EE | $1,604 | $3,601-55.4% | $3,149-49.0% | $5,287-69.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |