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 | $46,903 | $65,367-28.2% | $92,915-49.5% | $72,976-35.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.34% | 42.11%-21.8pp | 109.45%-89.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $5,652 | $2,594+117.9% | $3,653+54.7% | $2,440+131.7% |
| Participant deferral / active EE | $5,618 | $3,128+79.6% | $4,238+32.6% | $3,608+55.7% |
| Admin fee / account holder | $29 | $4,251-99.3% | $5,796-99.5% | $5,124-99.4% |