Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,771 | $158,852-69.9% | $121,220-60.6% | $135,380-64.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 11.09% | -0.64%+11.7pp | 16.94%-5.8pp | 519.81%-508.7pp |
| Employer contribution / active EE | $2,249 | $5,666-60.3% | $4,023-44.1% | $4,779-52.9% |
| Participant deferral / active EE | $1,698 | $4,006-57.6% | $3,345-49.3% | $5,609-69.7% |
| Admin fee / account holder | $85 | $6,515-98.7% | $5,021-98.3% | $10,828-99.2% |