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 | $46,011 | $64,359-28.5% | $90,161-49.0% | $70,126-34.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.68% | 28.13%-11.5pp | 34.89%-18.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $33,333 | $2,046+1529.5% | $3,318+904.6% | $2,343+1323.0% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |