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 | $55,451 | $153,311-63.8% | $109,313-49.3% | $273,972-79.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.41% | 29.86%-19.4pp | 22.07%-11.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $404 | $5,619-92.8% | $3,892-89.6% | $4,869-91.7% |
| Participant deferral / active EE | $2,531 | $3,932-35.6% | $3,166-20.1% | $5,287-52.1% |
| Admin fee / account holder | $20 | $8,076-99.8% | $5,666-99.6% | $10,133-99.8% |