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 | $20,677 | $90,486-77.1% | $78,676-73.7% | $273,972-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.02% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,137 | $3,175-32.7% | $2,850-25.0% | $4,869-56.1% |
| Participant deferral / active EE | $2,224 | $3,901-43.0% | $3,517-36.8% | $5,287-57.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |