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 | $31,540 | $90,486-65.1% | $78,676-59.9% | $273,972-88.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.32% | 75.62%-71.3pp | 62.19%-57.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,694 | $3,175-15.2% | $2,850-5.5% | $4,869-44.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $170 | $5,263-96.8% | $4,510-96.2% | $10,133-98.3% |