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 | $39,430 | $53,777-26.7% | $134,155-70.6% | $79,858-50.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 18.42% | 19.01%-0.6pp | 36.34%-17.9pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,003 | $1,321-24.1% | $3,705-72.9% | $2,471-59.4% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $49 | $3,984-98.8% | $6,685-99.3% | $5,306-99.1% |