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 | $21,487 | $84,518-74.6% | $67,704-68.3% | $125,389-82.9% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | 0.86% | 2.57%-1.7pp | 25.41%-24.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $6,976 | $3,292+111.9% | $2,559+172.6% | $4,866+43.4% |
| Participant deferral / active EE | $4,805 | $4,430+8.5% | $3,585+34.0% | $5,352-10.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |