Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,092 | $90,486-54.6% | $78,676-47.8% | $273,972-85.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.71% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,149 | $3,175-32.3% | $2,850-24.6% | $4,869-55.9% |
| Participant deferral / active EE | $2,360 | $3,901-39.5% | $3,517-32.9% | $5,287-55.4% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |