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 | $40,478 | $90,486-55.3% | $78,676-48.6% | $273,972-85.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.35% | 75.62%-66.3pp | 62.19%-52.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,024 | $3,175-4.8% | $2,850+6.1% | $4,869-37.9% |
| Participant deferral / active EE | $3,504 | $3,901-10.2% | $3,517-0.4% | $5,287-33.7% |
| Admin fee / account holder | $300 | $5,263-94.3% | $4,510-93.3% | $10,133-97.0% |