Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,243 | $96,558-67.6% | $80,977-61.4% | $273,972-88.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.94% | 15.14%-10.2pp | 17.11%-12.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,640 | $4,869-25.2% | $3,715-2.0% | $4,869-25.2% |
| Participant deferral / active EE | $4,486 | $6,598-32.0% | $5,696-21.2% | $5,287-15.1% |
| Admin fee / account holder | $209 | $7,493-97.2% | $5,517-96.2% | $10,133-97.9% |