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 | $33,031 | $127,387-74.1% | $115,038-71.3% | $125,389-73.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.33% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $13,267 | $5,166+156.8% | $4,608+187.9% | $4,866+172.6% |
| Participant deferral / active EE | $10,598 | $6,423+65.0% | $6,026+75.9% | $5,352+98.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |