Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,336 | $153,311-78.3% | $109,313-69.5% | $273,972-87.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.33% | 29.86%-22.5pp | 22.07%-14.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,830 | $5,619-49.6% | $3,892-27.3% | $4,869-41.9% |
| Participant deferral / active EE | $3,856 | $3,932-1.9% | $3,166+21.8% | $5,287-27.1% |
| Admin fee / account holder | $201 | $8,076-97.5% | $5,666-96.5% | $10,133-98.0% |