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 | $31,285 | $88,707-64.7% | $74,184-57.8% | $273,972-88.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.23% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $4,763 | $3,159+50.7% | $2,370+100.9% | $4,869-2.2% |
| Participant deferral / active EE | $13,762 | $4,212+226.8% | $3,550+287.7% | $5,287+160.3% |
| Admin fee / account holder | $259 | $8,717-97.0% | $5,586-95.4% | $10,133-97.4% |