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 | $44,604 | $48,327-7.7% | $67,575-34.0% | $80,935-44.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.42% | 18.31%-4.9pp | 3528.98%-3515.6pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,716 | $2,022-15.2% | $2,736-37.3% | $2,757-37.8% |
| Participant deferral / active EE | $861 | $2,927-70.6% | $4,003-78.5% | $4,299-80.0% |
| Admin fee / account holder | $255 | $3,692-93.1% | $3,993-93.6% | $6,924-96.3% |