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 | $46,629 | $88,707-47.4% | $74,184-37.1% | $273,972-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.32% | 11.94%+2.4pp | 17.74%-3.4pp | 41.46%-27.1pp |
| Employer contribution / active EE | $15,755 | $3,159+398.7% | $2,370+564.7% | $4,869+223.6% |
| Participant deferral / active EE | $7,073 | $4,212+67.9% | $3,550+99.2% | $5,287+33.8% |
| Admin fee / account holder | $33 | $8,717-99.6% | $5,586-99.4% | $10,133-99.7% |