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 | $35,636 | $93,346-61.8% | $71,796-50.4% | $273,972-87.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.17% | 130.39%-124.2pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,937 | $2,733-29.2% | $1,924+0.6% | $4,869-60.2% |
| Participant deferral / active EE | $3,807 | $3,475+9.6% | $2,794+36.2% | $5,287-28.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |