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 | $44,934 | $88,707-49.3% | $74,184-39.4% | $273,972-83.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 29.71% | 11.94%+17.8pp | 17.74%+12.0pp | 41.46%-11.7pp |
| Employer contribution / active EE | $1,700 | $3,159-46.2% | $2,370-28.3% | $4,869-65.1% |
| Participant deferral / active EE | $1,700 | $4,212-59.6% | $3,550-52.1% | $5,287-67.8% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,133-99.5% |