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 | $71,598 | $138,366-48.3% | $184,185-61.1% | $80,911-11.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.83% | 20.02%-7.2pp | 28.81%-16.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $3,259 | $4,849-32.8% | $6,426-49.3% | $2,756+18.3% |
| Participant deferral / active EE | $7,768 | $7,074+9.8% | $9,132-14.9% | $4,297+80.8% |
| Admin fee / account holder | $46 | $10,484-99.6% | $13,909-99.7% | $6,935-99.3% |