Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,281 | $81,276-60.3% | $155,574-79.3% | $80,925-60.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.94% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $4,518 | $3,103+45.6% | $4,676-3.4% | $2,756+63.9% |
| Participant deferral / active EE | $4,343 | $3,453+25.8% | $5,629-22.9% | $4,299+1.0% |
| Admin fee / account holder | $243 | $7,993-97.0% | $15,914-98.5% | $6,940-96.5% |