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 | $28,760 | $215,361-86.6% | $171,082-83.2% | $273,972-89.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.52% | 25.14%-17.6pp | 32.56%-25.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $13,294 | $4,967+167.7% | $4,002+232.2% | $4,869+173.0% |
| Participant deferral / active EE | $5,043 | $5,543-9.0% | $4,797+5.1% | $5,287-4.6% |
| Admin fee / account holder | $118 | $10,846-98.9% | $8,520-98.6% | $10,133-98.8% |