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 | $46,085 | $131,835-65.0% | $108,582-57.6% | $273,972-83.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.02% | -91.57%+100.6pp | -51.70%+60.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $4,602 | $4,913-6.3% | $3,758+22.5% | $4,869-5.5% |
| Participant deferral / active EE | $6,857 | $5,127+33.7% | $4,311+59.1% | $5,287+29.7% |
| Admin fee / account holder | $3 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |